2023 Form 5500 filing — Bpm Profit Sharing 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 20241212121311NAL0014484161001) for Bpm Profit Sharing 401(K) Plan, reported by Bpm Llp under EIN 81-4234542 and plan number 001. It reports 1,061 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)$127.1MReported net assets$127,094,497
Participants1.1K1,061
Provider compensation$21K2 Schedule C row(s)$21,025
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241212121311NAL0014484161001
Plan sponsor
Bpm Llp
EIN
81-4234542
Plan number
001
Location
San Francisco, 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)$127.1M total assets
Net assets$127.1MLiabilities$0
Money in vs. money out
Total income / additions$38.8M
Total expenses$12M
Benefits paid / distributions$11.9M
Contributions
Employer$2.9M
Participant$11.3M
Full reported line items
Total assets (EOY)
$127,094,497
Total liabilities (EOY)
$0
Net assets (EOY)
$127,094,497
Employer contributions
$2,882,757
Participant contributions
$11,335,036
Total income / additions
$38,806,224
Benefits paid
$11,936,441
Administrative expenses
$34,252
Total expenses
$12,000,737
Net increase / (decrease)
$26,805,487
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $15K · Indirect $0
  2. 2
    ADVISOR · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241212121311NAL0014484161001 cover?
It is the 2023 Form 5500 filing for Bpm Profit Sharing 401(K) Plan, reported by Bpm Llp (EIN 81-4234542).
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