2023 Form 5500 filing — Bb&E 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 20241002143318NAL0004097619001) for Bb&E 401(K) Plan, reported by Bb&E, Inc. under EIN 38-3655296 and plan number 001. It reports 349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002143318NAL0004097619001
Filing year
2023
Form type
2
Plan sponsor
Bb&E, Inc.
EIN
38-3655296
Plan number
001
Location
Northville, MI
Participants
349
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,452,953
Total liabilities (EOY)
$0
Net assets (EOY)
$14,452,953
Employer contributions
$600,031
Participant contributions
$2,014,179
Total income / additions
$5,848,184
Benefits paid
$2,289,615
Administrative expenses
$21,557
Total expenses
$2,311,172
Net increase / (decrease)
$3,537,012
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$18,344not reported in the loaded dataset

Related Form 5500 pages