Bdr Preferred Holdings, 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, Bdr Preferred Holdings, LLC (EIN 83-2221907) is a plan sponsor located in Amarillo, TX 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
83-2221907
Location
Amarillo, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,723,303
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,723,303

Contributions & income

Employer contributions
$55,000
Participant contributions
$410,249
Total income / additions
$1,668,944

Expenses & distributions

Benefits paid / distributions
$699,572
Total expenses
$757,419
Net increase / (decrease)
$911,525

Coverage

Total reported participants
530
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Bdr Preferred Holdings, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Roberts Truck Center Retirement Plan001280$7,723,3032023
Bdr Preferred Holdings, LLC501250not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bdr Preferred Holdings, LLC
YearPlanParticipantsSchedulesFiling
2023Bdr Preferred Holdings, LLC25020240923135706NAL0021188514001
2023Roberts Truck Center Retirement Plan280H, C20241015092948NAL0048669600001

Related Form 5500 pages