2023 Form 5500 filing — Bsr Trust, LLC 401(K) Retirement 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 20240718163139NAL0005948641003) for Bsr Trust, LLC 401(K) Retirement Plan, reported by Bsr Trust, LLC under EIN 26-2524399 and plan number 001. It reports 299 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)$7.9MReported net assets$7,879,047
Participants299
Provider compensation$26.5K2 Schedule C row(s)$26,527
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718163139NAL0005948641003
Plan sponsor
Bsr Trust, LLC
EIN
26-2524399
Plan number
001
Location
Little Rock, AR
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$55.4K
Money in vs. money out
Total income / additions$2M
Total expenses$468.9K
Benefits paid / distributions$352.9K
Contributions
Employer$227.9K
Participant$633.6K
Full reported line items
Total assets (EOY)
$7,934,425
Total liabilities (EOY)
$55,378
Net assets (EOY)
$7,879,047
Employer contributions
$227,887
Participant contributions
$633,559
Total income / additions
$1,994,705
Benefits paid
$352,896
Administrative expenses
$60,579
Total expenses
$468,853
Net increase / (decrease)
$1,525,852
Schedule C

Reported service provider compensation

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

  1. 1
    RIA · Direct $20.6K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718163139NAL0005948641003 cover?
It is the 2023 Form 5500 filing for Bsr Trust, LLC 401(K) Retirement Plan, reported by Bsr Trust, LLC (EIN 26-2524399).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages