2023 Form 5500 filing — Business Valuation Advisors LLC Employee Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240531131439NAL0014754673001) for Business Valuation Advisors LLC Employee Benefit Plan, reported by Business Valuation Advisors, LLC Dba Bva Group LLC under EIN 06-1762342 and plan number 501. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$248.8KReported net assets-$248,826

Participants53

Provider compensation$4.7K4 Schedule C row(s)$4,678

Schedules filedSchedule I, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240531131439NAL0014754673001
Plan sponsor: Business Valuation Advisors, LLC Dba Bva Group LLC
EIN: 06-1762342
Plan number: 501
Location: Plano, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$802 total assets

Net assets-$248.8KLiabilities$249.6K

Money in vs. money out

Total income / additions$55.4K

Total expenses$203K

Benefits paid / distributions$178.3K

Contributions

Employer$46.6K

Participant$8.3K

Full reported line items

Total assets (EOY): $802
Total liabilities (EOY): $249,628
Net assets (EOY): -$248,826
Employer contributions: $46,575
Participant contributions: $8,295
Total income / additions: $55,354
Benefits paid: $178,328
Administrative expenses: $1,015
Total expenses: $203,037
Net increase / (decrease): -$147,683

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Frost Insurance Agency, Inc. - Texa$2.1K
BROKER · Direct $2.1K
2
The Benecon Group$1.3K
BROKER · Direct $1.3K
3
Independence Administrators (Ia)$1K
CARRIER · Direct $1K
4
Connectcare3$284
PATIENT ADVOCATE · Direct $284

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240531131439NAL0014754673001 cover?: It is the 2023 Form 5500 filing for Business Valuation Advisors LLC Employee Benefit Plan, reported by Business Valuation Advisors, LLC Dba Bva Group LLC (EIN 06-1762342).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).