2023 Form 5500 filing — Bfc 401(K) 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 20240611124808NAL0013145763001) for Bfc 401(K) Plan, reported by Bedel Financial Consulting, Inc. under EIN 35-1892261 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.7MReported net assets$11,732,420
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240611124808NAL0013145763001
Plan sponsor
Bedel Financial Consulting, Inc.
EIN
35-1892261
Plan number
001
Location
Indianapolis, IN
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)$11.7M total assets
Net assets$11.7MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$39.2K
Benefits paid / distributions$20.4K
Contributions
Employer$234.9K
Participant$337.1K
Full reported line items
Total assets (EOY)
$11,732,420
Total liabilities (EOY)
$0
Net assets (EOY)
$11,732,420
Employer contributions
$234,858
Participant contributions
$337,105
Total income / additions
$2,451,129
Benefits paid
$20,380
Administrative expenses
$18,846
Total expenses
$39,226
Net increase / (decrease)
$2,411,903

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240611124808NAL0013145763001 cover?
It is the 2023 Form 5500 filing for Bfc 401(K) Plan, reported by Bedel Financial Consulting, Inc. (EIN 35-1892261).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages