Bcp Securities, Inc. Employee Stock Ownership Plan — Form 5500 plan (Bcp Securities, 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, Bcp Securities, Inc. Employee Stock Ownership Plan is a benefit plan reported by Bcp Securities, LLC under EIN 06-1566998 and plan number 002. The latest loaded filing year is 2023. The filing reports 42 participants and $13,113,600 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$7.7MPlan net assets, end of year-$7,685,477
Participants42Covered participants reported
Assets / participant$312.2KComputed: assets ÷ participants$312,229 (computed)
Provider compensationNone reported
Plan sponsor
Bcp Securities, LLC
EIN
06-1566998
Plan number
002
Plan type
2
Location
Greenwich, CT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    42 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.1M total assets
Net assets-$7.7MLiabilities$20.8M
Money in vs. money out
Total income / additions$850K
Total expenses$400.4K
Benefits paid / distributionsNot reported
Contributions
Employer$673.1K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$13,113,600
Total liabilities (EOY)
$20,799,077
Net assets (EOY)
-$7,685,477
Net assets (BOY)
-$8,135,148

Income & contributions

Employer contributions
$673,075
Total income / additions
$850,035

Expenses & distributions

Total expenses
$400,364
Net increase / (decrease)
$449,671
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Bcp Securities, Inc. Employee Stock Ownership Plan?
Bcp Securities, Inc. Employee Stock Ownership Plan is reported as sponsored by Bcp Securities, LLC (EIN 06-1566998, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bcp Securities, Inc. Employee Stock Ownership Plan?
The latest Form 5500 filing year loaded for Bcp Securities, Inc. Employee Stock Ownership Plan is 2023.
How many participants does Bcp Securities, Inc. Employee Stock Ownership Plan report?
Bcp Securities, Inc. Employee Stock Ownership Plan reports 42 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bcp Securities, Inc. Employee Stock Ownership Plan?
Bcp Securities, Inc. Employee Stock Ownership Plan reports $13,113,600 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages