2023 Form 5500 filing — Bbd Opco LLC 401(K) 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 20241015072028NAL0015935411001) for Bbd Opco LLC 401(K) Profit Sharing Plan, reported by Bbd Opco LLC under EIN 81-1094306 and plan number 002. It reports 2,059 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072028NAL0015935411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bbd Opco LLC
- EIN
- 81-1094306
- Plan number
- 002
- Location
- Redding, CA
- Participants
- 2,059
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,515,776
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,515,776
- Employer contributions
- $244,933
- Participant contributions
- $719,641
- Total income / additions
- $1,466,589
- Benefits paid
- $180,515
- Administrative expenses
- $29,445
- Total expenses
- $209,960
- Net increase / (decrease)
- $1,256,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,098 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,799 | not reported in the loaded dataset |
| Lee Cpa Audit Group | AUDITOR | $8,134 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $414 | not reported in the loaded dataset |