2023 Form 5500 filing — Bearcat Investments 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 20240807103504NAL0006174864001) for Bearcat Investments 401(K) Plan, reported by Traditions Building & Development Group, Inc. under EIN 81-0699931 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,625,005
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240807103504NAL0006174864001
Plan sponsor
Traditions Building & Development Group, Inc.
EIN
81-0699931
Plan number
001
Location
Cincinnati, OH
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)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$429.8K
Benefits paid / distributions$418.9K
Contributions
Employer$57.3K
Participant$103.4K
Full reported line items
Total assets (EOY)
$6,625,005
Total liabilities (EOY)
$0
Net assets (EOY)
$6,625,005
Employer contributions
$57,319
Participant contributions
$103,446
Total income / additions
$1,614,511
Benefits paid
$418,901
Administrative expenses
$175
Total expenses
$429,818
Net increase / (decrease)
$1,184,693

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807103504NAL0006174864001 cover?
It is the 2023 Form 5500 filing for Bearcat Investments 401(K) Plan, reported by Traditions Building & Development Group, Inc. (EIN 81-0699931).
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