2023 Form 5500 filing — Bi Technologies Corporation Retirement 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 20241010124621NAL0040060898001) for Bi Technologies Corporation Retirement Plan, reported by Bi Technologies Corporation under EIN 43-1318149 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124621NAL0040060898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bi Technologies Corporation
- EIN
- 43-1318149
- Plan number
- 001
- Location
- Fullerton, CA
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,950,806
- Total liabilities (EOY)
- $28,766
- Net assets (EOY)
- $3,922,040
- Employer contributions
- $2,180,948
- Total income / additions
- $2,393,944
- Benefits paid
- $7,224,650
- Administrative expenses
- $352,162
- Total expenses
- $7,576,812
- Net increase / (decrease)
- -$5,182,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $129,360 | not reported in the loaded dataset |
| Frost Brown Todd Llp | NONE | $45,213 | not reported in the loaded dataset |
| Baker Tilly Us Llp | NONE | $27,825 | not reported in the loaded dataset |
| Nfp Retirement Inc | NONE | $17,009 | not reported in the loaded dataset |
| Principal Financial Group, Inc | NONE | $7,441 | not reported in the loaded dataset |