Bds Solutions Group 401(K) Plan — Form 5500 plan (Channel Partners Group, 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, Bds Solutions Group 401(K) Plan is a benefit plan reported by Channel Partners Group, LLC under EIN 81-2096287 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,972 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Channel Partners Group, LLC
- EIN
- 81-2096287
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 2,972
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,972 | H, C | 20240819164312NAL0003006400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $19,543,891
Income & contributions
- Employer contributions
- $371,011
- Participant contributions
- $2,079,089
- Total contributions
- $3,785,772
- Total income / additions
- $6,506,360
Expenses & distributions
- Benefits paid
- $1,855,609
- Administrative expenses
- $268,785
- Total expenses
- $2,124,828
- Net increase / (decrease)
- $4,381,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $179,114 | $0 | 2023 |
| Creative Planning, LLC | INVESTMENT ADVISORY | $54,671 | not reported in the loaded dataset | 2023 |
| Findley Davies | INVESTMENT ADVISORY | $35,000 | not reported in the loaded dataset | 2023 |