Bhi Energy 401(K) And Profit Sharing Plan — Form 5500 plan (Bhi Energy Services 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, Bhi Energy 401(K) And Profit Sharing Plan is a benefit plan reported by Bhi Energy Services LLC under EIN 85-3926225 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,929 participants and $130,813,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bhi Energy Services LLC
EIN
85-3926225
Plan number
001
Plan type
2
Location
Norwell, MA
Latest filing year
2023
Participants
6,929
End-of-year plan assets
$130,813,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,929H, C20241014144720NAL0044938576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$130,813,133
Total liabilities (EOY)
$0
Net assets (EOY)
$130,813,133
Net assets (BOY)
$120,365,029

Income & contributions

Employer contributions
$364,151
Participant contributions
$9,724,371
Total contributions
$10,205,976
Total income / additions
$35,766,926

Expenses & distributions

Benefits paid
$24,922,287
Administrative expenses
-$70,106
Total expenses
$25,318,822
Net increase / (decrease)
$10,448,104

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Financial AdvisorsINVESTMENT ADVISOR$37,500not reported in the loaded dataset2023
Britt & Company Cpa LLCACCOUNTANT/AUDITOR$22,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$129,606$02023

Related Form 5500 pages