2023 Form 5500 filing — Bmc Growth Fund Ii, LLC 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 20250930123531NAL0013200256001) for Bmc Growth Fund Ii, LLC 401(K) Plan, reported by Bmc Growth Fund Ii, LLC under EIN 38-4091731 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250930123531NAL0013200256001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bmc Growth Fund Ii, LLC
- EIN
- 38-4091731
- Plan number
- 001
- Location
- Miamisburg, OH
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,206,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,206,794
- Employer contributions
- $233,040
- Participant contributions
- $506,752
- Total income / additions
- $1,488,879
- Benefits paid
- $682,405
- Administrative expenses
- $40,440
- Total expenses
- $778,027
- Net increase / (decrease)
- $710,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $33,790 | $0 |
| Morgan Stanley Ins Services Inc | BROKER/ADVISO R | $0 | $9,836 |
| Benefit Solutions Etc | TPA | $6,009 | $2,284 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $160 | not reported in the loaded dataset |
| Barnes Denning | AUDITOR | $0 | not reported in the loaded dataset |