2023 Form 5500 filing — B & I Contractors, Inc. 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 20250811084642NAL0009826128001) for B & I Contractors, Inc. 401(K) Plan, reported by B & I Contractors, Inc. under EIN 59-1107790 and plan number 002. It reports 872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250811084642NAL0009826128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B & I Contractors, Inc.
- EIN
- 59-1107790
- Plan number
- 002
- Location
- Fort Myers, FL
- Participants
- 872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,388,749
- Total liabilities (EOY)
- $80,187
- Net assets (EOY)
- $16,308,562
- Employer contributions
- $653,522
- Participant contributions
- $2,036,946
- Total income / additions
- $6,344,084
- Benefits paid
- $1,527,216
- Administrative expenses
- $124,739
- Total expenses
- $1,676,095
- Net increase / (decrease)
- $4,667,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $77,772 | $0 |
| Ubs Financial Services Inc. | INVESTMENT MGMT | $26,338 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $14,331 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $11,011 | not reported in the loaded dataset |