2023 Form 5500 filing — Bds Solutions Group 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 20240819164312NAL0003006400001) for Bds Solutions Group 401(K) Plan, reported by Channel Partners Group, LLC under EIN 81-2096287 and plan number 001. It reports 2,972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819164312NAL0003006400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Channel Partners Group, LLC
- EIN
- 81-2096287
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 2,972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $371,011
- Participant contributions
- $2,079,089
- Total income / additions
- $6,506,360
- Benefits paid
- $1,855,609
- Administrative expenses
- $268,785
- Total expenses
- $2,124,828
- Net increase / (decrease)
- $4,381,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $179,114 | $0 |
| Creative Planning, LLC | INVESTMENT ADVISORY | $54,671 | not reported in the loaded dataset |
| Findley Davies | INVESTMENT ADVISORY | $35,000 | not reported in the loaded dataset |