Bridgeport Fittings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bridgeport Fittings, LLC.)
Plain-English plan 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, Bridgeport Fittings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bridgeport Fittings, LLC. under EIN 06-0272900 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridgeport Fittings, LLC.
- EIN
- 06-0272900
- Plan number
- 001
- Plan type
- 2
- Location
- Huntersville, NC
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20241001141107NAL0011874704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $12,701,190
Income & contributions
- Employer contributions
- $141,968
- Participant contributions
- $666,488
- Total contributions
- $808,456
- Total income / additions
- $2,287,221
Expenses & distributions
- Benefits paid
- $1,611,478
- Administrative expenses
- $1,900
- Total expenses
- $1,613,378
- Net increase / (decrease)
- $673,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Financial Advisors Inc | ADVISOR | $0 | $15,934 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $0 | $8,377 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bridgeport Fittings, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Huntersville, NC
- Voya Financial Advisors Inc — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation