2023 Form 5500 filing — Bcn Retirement Incentive 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 20250225155829NAL0008410707001) for Bcn Retirement Incentive Plan, reported by Bcn Holdings, Inc. under EIN 47-1881405 and plan number 001. It reports 248 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)$1.2MReported net assets$1,233,706
Participants248
Provider compensation$16.7K3 Schedule C row(s)$16,696
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250225155829NAL0008410707001
Plan sponsor
Bcn Holdings, Inc.
EIN
47-1881405
Plan number
001
Location
Florence, SC
Received date
not reported in the loaded dataset
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)$1.3M total assets
Net assets$1.2MLiabilities$27.5K
Money in vs. money out
Total income / additions$847.2K
Total expenses$291.3K
Benefits paid / distributions$255.3K
Contributions
Employer$112.9K
Participant$230K
Full reported line items
Total assets (EOY)
$1,261,238
Total liabilities (EOY)
$27,532
Net assets (EOY)
$1,233,706
Employer contributions
$112,918
Participant contributions
$230,008
Total income / additions
$847,224
Benefits paid
$255,283
Administrative expenses
$36,055
Total expenses
$291,338
Net increase / (decrease)
$555,886

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Edward D. Jones & Co, L.P.INVESTMENT ADVISOR$15,173not reported in the loaded dataset
John Hancock Life Ins Co UsaRECORDKEEPER$900not reported in the loaded dataset
Wilshire Assoc Inc UsaINVESTMENT ADVISOR$623not reported in the loaded dataset

Related Form 5500 pages