2023 Form 5500 filing — Bhi Energy 401(K) And Profit Sharing 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 20241014144720NAL0044938576001) for Bhi Energy 401(K) And Profit Sharing Plan, reported by Bhi Energy Services LLC under EIN 85-3926225 and plan number 001. It reports 6,929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144720NAL0044938576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bhi Energy Services LLC
- EIN
- 85-3926225
- Plan number
- 001
- Location
- Norwell, MA
- Participants
- 6,929
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,813,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,813,133
- Employer contributions
- $364,151
- Participant contributions
- $9,724,371
- Total income / additions
- $35,766,926
- Benefits paid
- $24,922,287
- Administrative expenses
- -$70,106
- Total expenses
- $25,318,822
- Net increase / (decrease)
- $10,448,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | INVESTMENT ADVISOR | $37,500 | not reported in the loaded dataset |
| Britt & Company Cpa LLC | ACCOUNTANT/AUDITOR | $22,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$129,606 | $0 |