2023 Form 5500 filing — Bbs Automation Chicago, Inc. 401(K) Profit Sharing 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 20241008140415NAL0030172288001) for Bbs Automation Chicago, Inc. 401(K) Profit Sharing Plan, reported by Bbs Automation Chicago, Inc. under EIN 20-3893653 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008140415NAL0030172288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bbs Automation Chicago, Inc.
- EIN
- 20-3893653
- Plan number
- 001
- Location
- Bartlett, IL
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,946,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,946,687
- Employer contributions
- $180,736
- Participant contributions
- $610,355
- Total income / additions
- $2,541,799
- Benefits paid
- $451,819
- Administrative expenses
- $77,357
- Total expenses
- $529,176
- Net increase / (decrease)
- $2,012,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brickwork Financial Planning | RIA | $0 | $12,503 |
| Golden Trail Advisers, LLC | RIA | $0 | $11,795 |
| John Hancock Life Insurance Company | RECORDKEEPER | $182 | $0 |