2023 Form 5500 filing — Bga Holding Co. Employee Stock Ownership Plan And Trust

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 20241010144339NAL0034498048001) for Bga Holding Co. Employee Stock Ownership Plan And Trust, reported by Bga Holding Co. under EIN 14-1984895 and plan number 002. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.3MReported net assets$17,288,843
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010144339NAL0034498048001
Plan sponsor
Bga Holding Co.
EIN
14-1984895
Plan number
002
Location
Phoenix, AZ
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)$26.8M total assets
Net assets$17.3MLiabilities$9.5M
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.2M
Benefits paid / distributions$879.3K
Contributions
Employer$1.3M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$26,794,243
Total liabilities (EOY)
$9,505,400
Net assets (EOY)
$17,288,843
Employer contributions
$1,275,000
Total income / additions
$4,435,849
Benefits paid
$879,253
Total expenses
$1,194,472
Net increase / (decrease)
$3,241,377

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010144339NAL0034498048001 cover?
It is the 2023 Form 5500 filing for Bga Holding Co. Employee Stock Ownership Plan And Trust, reported by Bga Holding Co. (EIN 14-1984895).
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