2023 Form 5500 filing — B&W Title Company 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 20240910145331NAL0011849138001) for B&W Title Company Group 401(K) Plan, reported by Norma Lea Beasley, Sole Proprietor Successor To B&W Investments, A Tex under EIN 75-2503221 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$202.5KReported net assets$202,489
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240910145331NAL0011849138001
Plan sponsor
Norma Lea Beasley, Sole Proprietor Successor To B&W Investments, A Tex
EIN
75-2503221
Plan number
001
Location
Dallas, TX
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)$202.5K total assets
Net assets$202.5KLiabilities
Money in vs. money out
Total income / additions$16.6K
Total expenses$2.1K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$202,489
Net assets (EOY)
$202,489
Total income / additions
$16,617
Administrative expenses
$2,144
Total expenses
$2,144
Net increase / (decrease)
$14,473

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910145331NAL0011849138001 cover?
It is the 2023 Form 5500 filing for B&W Title Company Group 401(K) Plan, reported by Norma Lea Beasley, Sole Proprietor Successor To B&W Investments, A Tex (EIN 75-2503221).
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