2023 Form 5500 filing — Bwigroup 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 20241011074417NAL0021488833001) for Bwigroup 401(K) Plan, reported by Bwi North America, Inc. under EIN 27-0540888 and plan number 001. It reports 682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$123.1MReported net assets$123,080,024
Participants682
Provider compensation$20.7K3 Schedule C row(s)$20,697
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011074417NAL0021488833001
- Plan sponsor
- Bwi North America, Inc.
- EIN
- 27-0540888
- Plan number
- 001
- Location
- Kettering, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$123.1M total assets
Net assets$123.1MLiabilities$33
Full reported line items
- Total assets (EOY)
- $123,080,057
- Total liabilities (EOY)
- $33
- Net assets (EOY)
- $123,080,024
- Employer contributions
- $2,663,855
- Participant contributions
- $4,474,476
- Total income / additions
- $27,995,016
- Benefits paid
- $18,755,763
- Administrative expenses
- $20,697
- Total expenses
- $18,784,780
- Net increase / (decrease)
- $9,210,236
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,680 | not reported in the loaded dataset |
| Brady, Ware & Schoenfeld, Inc | CONSULTANT | $11,100 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,083 | $0 |