Billingsley Company Employee Savings Plan — Form 5500 plan (Billingsley Property Services Ii, Inc.)

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, Billingsley Company Employee Savings Plan is a benefit plan reported by Billingsley Property Services Ii, Inc. under EIN 76-0778768 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $21,820,533 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Billingsley Property Services Ii, Inc.
EIN
76-0778768
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
363
End-of-year plan assets
$21,820,533

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20241015165213NAL0030405553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,820,533
Total liabilities (EOY)
$0
Net assets (EOY)
$21,820,533
Net assets (BOY)
$17,900,687

Income & contributions

Employer contributions
$694,167
Participant contributions
$1,425,913
Total contributions
$2,120,080
Total income / additions
$5,425,065

Expenses & distributions

Benefits paid
$1,449,421
Administrative expenses
$55,798
Total expenses
$1,505,219
Net increase / (decrease)
$3,919,846

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$43,531$02023
Hr Investment ConsultantsINVESTMENT ADVISORY$12,267not reported in the loaded dataset2023

Related Form 5500 pages