Bna Wealth Inc — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bna Wealth Inc is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $85,430 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$85,430
Reported indirect compensation
$0
Total reported compensation
$85,430
Filings
3
Plan sponsors
3
Plans
3
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Bna Wealth Inc
SponsorStatePlansReported compensation
Barnhardt Manufacturing CompanyNC1$40,000
The Mitchell Gold Co.NC1$29,430
O'Neal, Inc.SC1$16,000

State footprint

Plans reporting Bna Wealth Inc are sponsored in NC (2), SC (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Barnhardt Manufacturing CompanyBarnhardt Manufacturing Company 401(K) Plan2023$40,000not reported in the loaded dataset
The Mitchell Gold Co.Mitchell Gold + Bob Williams 401(K) Plan2023$29,430$0
O'Neal, Inc.O'Neal, Inc. 401(K) Plan And Trust2023$16,000not reported in the loaded dataset

Related Form 5500 pages