2023 Form 5500 filing — Bear Diversified, Inc. 401(K) Retirement & Savings 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 20241010160031NAL0040773282001) for Bear Diversified, Inc. 401(K) Retirement & Savings Plan, reported by Bear Diversified Inc. under EIN 47-4467472 and plan number 001. It reports 1,053 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160031NAL0040773282001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bear Diversified Inc.
- EIN
- 47-4467472
- Plan number
- 001
- Location
- Cuyahoga Heights, OH
- Participants
- 1,053
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,873,871
- Total liabilities (EOY)
- $22,491
- Net assets (EOY)
- $14,851,380
- Employer contributions
- $577,767
- Participant contributions
- $835,880
- Total income / additions
- $3,954,285
- Benefits paid
- $2,399,865
- Administrative expenses
- $138,097
- Total expenses
- $2,600,404
- Net increase / (decrease)
- $1,353,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $52,772 | $0 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $33,549 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $17,880 | not reported in the loaded dataset |