2023 Form 5500 filing — Bda 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 20241014125129NAL0013304563001) for Bda 401k Plan, reported by Bda, LLC under EIN 91-1272790 and plan number 001. It reports 907 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)$42.6MReported net assets$42,566,772
Participants907
Provider compensation$25.4K2 Schedule C row(s)$25,367
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014125129NAL0013304563001
Plan sponsor
Bda, LLC
EIN
91-1272790
Plan number
001
Location
Woodinville, WA
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)$42.6M total assets
Net assets$42.6MLiabilities$0
Money in vs. money out
Total income / additions$11.5M
Total expenses$5.5M
Benefits paid / distributions$5.5M
Contributions
Employer$712.1K
Participant$3.9M
Full reported line items
Total assets (EOY)
$42,566,772
Total liabilities (EOY)
$0
Net assets (EOY)
$42,566,772
Employer contributions
$712,138
Participant contributions
$3,922,737
Total income / additions
$11,535,516
Benefits paid
$5,510,347
Administrative expenses
$25,367
Total expenses
$5,535,714
Net increase / (decrease)
$5,999,802

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$25,367$0
Wilshire Advisors LLCINVESTMENT ADVISORY$0$0

Related Form 5500 pages