Bearcom Wireless Worldwide 401k Plan — Form 5500 plan (Bearcom Operating, L.L.C.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bearcom Wireless Worldwide 401k Plan is a benefit plan reported by Bearcom Operating, L.L.C. under EIN 75-2629349 and plan number 001. The latest loaded filing year is 2023. The filing reports 949 participants and $46,867,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bearcom Operating, L.L.C.
- EIN
- 75-2629349
- Plan number
- 001
- Plan type
- 2
- Location
- Garland, TX
- Latest filing year
- 2023
- Participants
- 949
- End-of-year plan assets
- $46,867,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 949 | H, C | 20241011180100NAL0023377521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,867,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,867,883
- Net assets (BOY)
- $39,286,863
Income & contributions
- Employer contributions
- $600,756
- Participant contributions
- $4,796,891
- Total contributions
- $7,106,970
- Total income / additions
- $13,599,269
Expenses & distributions
- Benefits paid
- $5,934,043
- Administrative expenses
- $77,394
- Total expenses
- $6,018,249
- Net increase / (decrease)
- $7,581,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, LLC | CONSULT | $56,250 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $27,671 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $19,879 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$26,406 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bearcom Operating, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Garland, TX
- Creative Planning, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation