2023 Form 5500 filing — Bmg 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 20241015194157NAL0029518481001) for Bmg 401(K) Plan, reported by Bacchus Management Group under EIN 94-3356925 and plan number 001. It reports 927 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)$4MReported net assets$4,018,054
Participants927
Provider compensation$5.3K1 Schedule C row(s)$5,329
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015194157NAL0029518481001
Plan sponsor
Bacchus Management Group
EIN
94-3356925
Plan number
001
Location
Woodside, CA
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)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$311.3K
Benefits paid / distributions$302.3K
Contributions
Employer$177.3K
Participant$393K
Full reported line items
Total assets (EOY)
$4,018,054
Total liabilities (EOY)
$0
Net assets (EOY)
$4,018,054
Employer contributions
$177,318
Participant contributions
$393,009
Total income / additions
$1,230,975
Benefits paid
$302,269
Administrative expenses
$5,329
Total expenses
$311,294
Net increase / (decrease)
$919,681
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $5.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015194157NAL0029518481001 cover?
It is the 2023 Form 5500 filing for Bmg 401(K) Plan, reported by Bacchus Management Group (EIN 94-3356925).
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).

Related Form 5500 pages