2023 Form 5500 filing — Bearcom Wireless Worldwide 401k 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 20241011180100NAL0023377521001) for Bearcom Wireless Worldwide 401k Plan, reported by Bearcom Operating, L.L.C. under EIN 75-2629349 and plan number 001. It reports 949 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011180100NAL0023377521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bearcom Operating, L.L.C.
- EIN
- 75-2629349
- Plan number
- 001
- Location
- Garland, TX
- Participants
- 949
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,867,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,867,883
- Employer contributions
- $600,756
- Participant contributions
- $4,796,891
- Total income / additions
- $13,599,269
- Benefits paid
- $5,934,043
- Administrative expenses
- $77,394
- Total expenses
- $6,018,249
- Net increase / (decrease)
- $7,581,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, LLC | CONSULT | $56,250 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $27,671 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $19,879 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$26,406 | $0 |