2023 Form 5500 filing — Business Intelligence Advisors, 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 20241008143935NAL0009788035001) for Business Intelligence Advisors, Inc. 401(K) Plan, reported by Business Intelligence Advisors under EIN 22-3829433 and plan number 001. It reports 56 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.3MReported net assets$10,321,308
Participants56
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008143935NAL0009788035001
Plan sponsor
Business Intelligence Advisors
EIN
22-3829433
Plan number
001
Location
Newton, MA
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$53.2K
Participant$420.9K
Full reported line items
Total assets (EOY)
$10,321,308
Total liabilities (EOY)
$0
Net assets (EOY)
$10,321,308
Employer contributions
$53,230
Participant contributions
$420,885
Total income / additions
$2,284,976
Benefits paid
$1,024,802
Administrative expenses
$400
Total expenses
$1,025,202
Net increase / (decrease)
$1,259,774

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008143935NAL0009788035001 cover?
It is the 2023 Form 5500 filing for Business Intelligence Advisors, Inc. 401(K) Plan, reported by Business Intelligence Advisors (EIN 22-3829433).
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