2023 Form 5500 filing — Bbs Enterprises, Inc. Profit Sharing 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 20250815155408NAL0010558289001) for Bbs Enterprises, Inc. Profit Sharing Plan, reported by Bbs Enterprises, Inc under EIN 61-1937922 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250815155408NAL0010558289001
Filing year
2023
Form type
2
Plan sponsor
Bbs Enterprises, Inc
EIN
61-1937922
Plan number
001
Location
Tucker, GA
Participants
238
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,649,014
Total liabilities (EOY)
$0
Net assets (EOY)
$7,649,014
Employer contributions
$363,435
Participant contributions
$379,856
Total income / additions
$2,197,196
Benefits paid
$1,125,496
Administrative expenses
$58,822
Total expenses
$1,184,318
Net increase / (decrease)
$1,012,878
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sugarloaf Wealth Management, LLCINVESTMENT MGMT$16,968$0
Erisa Services, Inc.CONTRACT ADMIN$14,314$0
NationwideRECORDKEEPER$5,100$40

Related Form 5500 pages