2023 Form 5500 filing — Bdo Usa, Llp Cash Balance 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 20241011083154NAL0022414449001) for Bdo Usa, Llp Cash Balance Plan, reported by Bdo Usa, P.C. under EIN 13-5381590 and plan number 003. It reports 927 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083154NAL0022414449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bdo Usa, P.C.
- EIN
- 13-5381590
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 927
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,531,213
- Total liabilities (EOY)
- $15,500
- Net assets (EOY)
- $115,515,713
- Total income / additions
- $5,791,051
- Benefits paid
- $24,842,522
- Administrative expenses
- $63,073
- Total expenses
- $24,905,595
- Net increase / (decrease)
- -$19,114,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sterling Capital Management LLC | NONE | $63,073 | $0 |