2023 Form 5500 filing — Bpg Real Estate Services 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 20241015101516NAL0028031281001) for Bpg Real Estate Services 401(K) Plan, reported by Bpg Real Estate Services, LLC under EIN 51-0410104 and plan number 001. It reports 564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015101516NAL0028031281001
Filing year
2023
Form type
2
Plan sponsor
Bpg Real Estate Services, LLC
EIN
51-0410104
Plan number
001
Location
Wilmington, DE
Participants
564
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$15,880,939
Total liabilities (EOY)
$0
Net assets (EOY)
$15,880,939
Employer contributions
$37,642
Participant contributions
$1,543,674
Total income / additions
$4,517,436
Benefits paid
$970,703
Administrative expenses
$70,222
Total expenses
$1,084,297
Net increase / (decrease)
$3,433,139
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Brown Advisory LLCADVISOR$32,496not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$22,317$0
Turner, Leins & Gold, LLCACCOUNTANT/AUDITOR$15,409not reported in the loaded dataset

Related Form 5500 pages