Bbd Opco LLC 401(K) Profit Sharing Plan — Form 5500 plan (Bbd Opco LLC)
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, Bbd Opco LLC 401(K) Profit Sharing Plan is a benefit plan reported by Bbd Opco LLC under EIN 81-1094306 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,059 participants and $2,515,776 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bbd Opco LLC
- EIN
- 81-1094306
- Plan number
- 002
- Plan type
- 2
- Location
- Redding, CA
- Latest filing year
- 2023
- Participants
- 2,059
- End-of-year plan assets
- $2,515,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,059 | H, C | 20241015072028NAL0015935411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,515,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,515,776
- Net assets (BOY)
- $1,259,147
Income & contributions
- Employer contributions
- $244,933
- Participant contributions
- $719,641
- Total contributions
- $1,147,988
- Total income / additions
- $1,466,589
Expenses & distributions
- Benefits paid
- $180,515
- Administrative expenses
- $29,445
- Total expenses
- $209,960
- Net increase / (decrease)
- $1,256,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,098 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,799 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | AUDITOR | $8,134 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $414 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bbd Opco LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Redding, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Lee Cpa Audit Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation