2023 Form 5500 filing — Bwc Holdings, Inc. 401(K)

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 20241015180002NAL0049248064001) for Bwc Holdings, Inc. 401(K), reported by Bwc Holdings, Inc. under EIN 36-4815977 and plan number 001. It reports 126 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)$5.7MReported net assets$5,655,494

Participants126

Provider compensation$3462 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015180002NAL0049248064001
Plan sponsor: Bwc Holdings, Inc.
EIN: 36-4815977
Plan number: 001
Location: Boston, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$5.7M total assets

Net assets$5.7MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$1.2M

Benefits paid / distributions$1.1M

Contributions

Employer$265.2K

Participant$916.6K

Full reported line items

Total assets (EOY): $5,655,494
Total liabilities (EOY): $0
Net assets (EOY): $5,655,494
Employer contributions: $265,226
Participant contributions: $916,625
Total income / additions: $2,226,077
Benefits paid: $1,149,987
Administrative expenses: $24,867
Total expenses: $1,195,391
Net increase / (decrease): $1,030,686

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Pentegra Services, Inc.$346
CONTRACT ADMIN · Direct $346
2
Empower Annuity Insurance Company$0
RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015180002NAL0049248064001 cover?: It is the 2023 Form 5500 filing for Bwc Holdings, Inc. 401(K), reported by Bwc Holdings, Inc. (EIN 36-4815977).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).