How many benefit plans does B & O Management Company, LLC report on Form 5500?

B & O Management Company, LLC (EIN 13-4271483) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for B & O Management Company, LLC?

The Employer Identification Number (EIN) reported for B & O Management Company, LLC is 13-4271483.

What is the latest Form 5500 filing year for B & O Management Company, LLC?

The latest loaded Form 5500 filing year for B & O Management Company, LLC is 2023.

B & O Management Company, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, B & O Management Company, LLC (EIN 13-4271483) is a plan sponsor located in San Antonio, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 13-4271483
Location: San Antonio, TX
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for B & O Management Company, LLC

1 loaded plans hold $5.1M in reported assets.
The largest, B & O Management Company, L.L.C. Discretionary Contribution Plan, holds 100% of this company's reported plan assets.
Plans cover 40 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1MSummed across loaded plans$5,052,799

Total reported assets$5.1M$5,052,799

Total reported participants40

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets

Net assets$5.1MLiabilities$0

Contributions & income

Employer contributions$26.9K

Participant contributions$208.8K

Total income / additions$1.1M

Expenses & distributions

Benefits paid / distributions$678.4K

Total expenses$678.8K

Net increase / (decrease)$413.1K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%B & O Management Company, L.L.C. Discretionary Contribution Plan

Participants per plan40Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
B & O Management Company, L.L.C. Discretionary Contribution Plan$5.1M
Plan #001 · 40 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for B & O Management Company, LLC. Open one for its full reported snapshot.

2023
B & O Management Company, L.L.C. Discretionary Contribution Plan40 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does B & O Management Company, LLC report on Form 5500?: B & O Management Company, LLC (EIN 13-4271483) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for B & O Management Company, LLC?: The Employer Identification Number (EIN) reported for B & O Management Company, LLC is 13-4271483.
What is the latest Form 5500 filing year for B & O Management Company, LLC?: The latest loaded Form 5500 filing year for B & O Management Company, LLC is 2023.