2023 Form 5500 filing — Billups 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 20240911194015NAL0012634944001) for Billups 401(K) Plan, reported by Billups, LLC under EIN 54-2128857 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911194015NAL0012634944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Billups, LLC
- EIN
- 54-2128857
- Plan number
- 001
- Location
- New York, NY
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,652,574
- Total liabilities (EOY)
- $20,314
- Net assets (EOY)
- $7,632,260
- Employer contributions
- $236,715
- Participant contributions
- $968,053
- Total income / additions
- $2,626,463
- Benefits paid
- $242,964
- Administrative expenses
- $14,801
- Total expenses
- $257,765
- Net increase / (decrease)
- $2,368,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Plan Specialists, Pc | TPA | $0 | $17,741 |
| Raymond James Financial | FINANCIAL ADVISOR | $0 | $17,092 |