Plan5500

B-Stock Solutions, Inc. — 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-Stock Solutions, Inc. (EIN 26-4130058) is a plan sponsor located in San Mateo, CA with 2 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
26-4130058
Location
San Mateo, CA
Loaded plans
2
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-Stock Solutions, Inc.

  • 2 loaded plans hold $10.5M in reported assets.
  • The largest, B-Stock Solutions, Inc. Retirement Trust, holds 100% of this company's reported plan assets.
  • Plans cover 425 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.5MSummed across loaded plans$10,457,035
Total reported assets$10.5M$10,457,035
Total reported participants425
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.5MLiabilities$0
Contributions & income
Employer contributions$682.3K
Participant contributions$1.5M
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$320.6K
Total expenses$326.1K
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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-Stock Solutions, Inc. Retirement Trust
Participants per plan213Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    B-Stock Solutions, Inc. Retirement Trust$10.5M
    Plan #001 · 247 participants · 2023
  2. 2
    B-Stock Solutions, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 178 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-Stock Solutions, Inc.. Open one for its full reported snapshot.

  1. 2023
    B-Stock Solutions, Inc. Welfare Benefits Plan178 participants · 2No schedules
    View filing →
  2. 2023
    B-Stock Solutions, Inc. Retirement Trust247 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does B-Stock Solutions, Inc. report on Form 5500?
B-Stock Solutions, Inc. (EIN 26-4130058) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for B-Stock Solutions, Inc.?
The Employer Identification Number (EIN) reported for B-Stock Solutions, Inc. is 26-4130058.
What is the latest Form 5500 filing year for B-Stock Solutions, Inc.?
The latest loaded Form 5500 filing year for B-Stock Solutions, Inc. is 2023.

Related Form 5500 pages