Bw Supplies, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Bw Supplies, 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, Bw Supplies, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Bw Supplies, LLC under EIN 11-3681654 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,300 participants and $7,890,887 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.9MPlan net assets, end of year$7,890,887
Participants1.3KCovered participants reported1,300
Assets / participant$6.1KComputed: assets ÷ participants$6,070 (computed)
Provider compensation$34K3 Schedule C provider row(s)$33,977
Plan sponsor
Bw Supplies, LLC
EIN
11-3681654
Plan number
001
Plan type
2
Location
Inglewood, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,300H, C20241015102855NAL0028064113001
Schedule H · 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)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$530.3K
Benefits paid / distributions$520.3K
Contributions
Employer$0
Participant$526.5K
Full reported line items

Net assets

Total assets (EOY)
$7,890,887
Total liabilities (EOY)
$0
Net assets (EOY)
$7,890,887
Net assets (BOY)
$6,852,558

Income & contributions

Employer contributions
$0
Participant contributions
$526,469
Total contributions
$527,837
Total income / additions
$1,568,607

Expenses & distributions

Benefits paid
$520,319
Administrative expenses
$9,959
Total expenses
$530,278
Net increase / (decrease)
$1,038,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oder Investment Management, LLCINVESTMENT ADVISORY$0$20,7082023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$6,715$02023
Central Administrative Services IncCONTRACT ADMINISTRATOR$3,325$3,2292023

Related Form 5500 pages