2023 Form 5500 filing — Bca Financial Services, Inc. 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 20240930183602NAL0005915473001) for Bca Financial Services, Inc. 401(K) Plan, reported by Bca Financial Services, Inc. under EIN 59-0802163 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,426,438
Participants138
Provider compensation$3.8K2 Schedule C row(s)$3,814
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930183602NAL0005915473001
Plan sponsor
Bca Financial Services, Inc.
EIN
59-0802163
Plan number
002
Location
Miami, FL
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities
Money in vs. money out
Total income / additions$1M
Total expenses$163.8K
Benefits paid / distributions$129K
Contributions
Employer$207.5K
Participant$384.3K
Full reported line items
Total assets (EOY)
$3,426,438
Net assets (EOY)
$3,426,438
Employer contributions
$207,531
Participant contributions
$384,304
Total income / additions
$1,043,479
Benefits paid
$128,974
Administrative expenses
$34,801
Total expenses
$163,775
Net increase / (decrease)
$879,704
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RIA, IA · Direct $2.8K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930183602NAL0005915473001 cover?
It is the 2023 Form 5500 filing for Bca Financial Services, Inc. 401(K) Plan, reported by Bca Financial Services, Inc. (EIN 59-0802163).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages