2023 Form 5500 filing — B3h 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 20240729103405NAL0010956467001) for B3h 401(K) Plan, reported by B3h Corporation under EIN 59-3038876 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729103405NAL0010956467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B3h Corporation
- EIN
- 59-3038876
- Plan number
- 001
- Location
- Fort Walton Beach, FL
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,972,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,972,275
- Employer contributions
- $267,147
- Participant contributions
- $537,650
- Total income / additions
- $2,459,562
- Benefits paid
- $1,383,770
- Administrative expenses
- $43,921
- Total expenses
- $1,427,691
- Net increase / (decrease)
- $1,031,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,920 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $9,331 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |