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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,300 | H, C | 20241015102855NAL0028064113001 |
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
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oder Investment Management, LLC | INVESTMENT ADVISORY | $0 | $20,708 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,715 | $0 | 2023 |
| Central Administrative Services Inc | CONTRACT ADMINISTRATOR | $3,325 | $3,229 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bw Supplies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Inglewood, CA
- Oder Investment Management, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Central Administrative Services Inc — Schedule C compensation