2023 Form 5500 filing — Bfob 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 20241014123448NAL0026151185001) for Bfob 401(K) Plan, reported by Amb Group, LLC under EIN 46-5401549 and plan number 011. It reports 2,468 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)$78.9MReported net assets$78,874,164
Participants2.5K2,468
Provider compensation$173.2K3 Schedule C row(s)$173,220
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014123448NAL0026151185001
Plan sponsor
Amb Group, LLC
EIN
46-5401549
Plan number
011
Location
Atlanta, GA
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)$78.9M total assets
Net assets$78.9MLiabilities$0
Money in vs. money out
Total income / additions$21.7M
Total expenses$8.4M
Benefits paid / distributions$8.2M
Contributions
Employer$4.2M
Participant$5M
Full reported line items
Total assets (EOY)
$78,874,164
Total liabilities (EOY)
$0
Net assets (EOY)
$78,874,164
Employer contributions
$4,186,609
Participant contributions
$4,974,148
Total income / additions
$21,694,956
Benefits paid
$8,241,808
Administrative expenses
$173,220
Total expenses
$8,421,352
Net increase / (decrease)
$13,273,604

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORD KEEPER$89,833$0
Gallagher Fiduciary AdvisorsADVISOR$83,387not reported in the loaded dataset
National Financial ServicesSECURITIES BROKER$0$0

Related Form 5500 pages