Bwt LLC 401k Plan — Form 5500 plan (Bwt 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, Bwt LLC 401k Plan is a benefit plan reported by Bwt LLC under EIN 90-0888944 and plan number 001. The latest loaded filing year is 2023. The filing reports 472 participants and $14,086,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bwt LLC
- EIN
- 90-0888944
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 472
- End-of-year plan assets
- $14,086,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 472 | H, C | 20250227134038NAL0003869600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,086,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,086,497
- Net assets (BOY)
- $12,251,647
Income & contributions
- Employer contributions
- $335,344
- Participant contributions
- $802,379
- Total contributions
- $1,168,924
- Total income / additions
- $2,992,703
Expenses & distributions
- Benefits paid
- $1,140,605
- Administrative expenses
- $13,179
- Total expenses
- $1,157,853
- Net increase / (decrease)
- $1,834,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $6,441 | $19,040 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $8,988 | not reported in the loaded dataset | 2023 |