2023 Form 5500 filing — Bcc Engineering, LLC. Retirement Plan And Trust
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 20240627144409NAL0014720880001) for Bcc Engineering, LLC. Retirement Plan And Trust, reported by Bcc Engineering, LLC under EIN 65-0540100 and plan number 001. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$36.5MReported net assets$36,518,430
Participants421
Provider compensation$124.9K3 Schedule C row(s)$124,897
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240627144409NAL0014720880001
- Plan sponsor
- Bcc Engineering, LLC
- EIN
- 65-0540100
- Plan number
- 001
- Location
- Miami, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$36.5M total assets
Net assets$36.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,518,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,518,430
- Employer contributions
- $827,608
- Participant contributions
- $2,643,057
- Total income / additions
- $9,159,281
- Benefits paid
- $2,115,386
- Administrative expenses
- $129,742
- Total expenses
- $2,245,128
- Net increase / (decrease)
- $6,914,153
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $64,642 | $0 |
| Spc | ADVISOR | $46,359 | not reported in the loaded dataset |
| Resources Investment Advisors, LLC | INVESTMENT ADVISOR | $13,896 | not reported in the loaded dataset |