Bcm One, Inc. 401(K) Plan — Form 5500 plan (Bcm One, Inc.)

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, Bcm One, Inc. 401(K) Plan is a benefit plan reported by Bcm One, Inc. under EIN 13-3896087 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $17,714,713 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.7MPlan net assets, end of year$17,714,713
Participants415Covered participants reported
Assets / participant$42.7KComputed: assets ÷ participants$42,686 (computed)
Provider compensation$77.1K3 Schedule C provider row(s)$77,083
Plan sponsor
Bcm One, Inc.
EIN
13-3896087
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20241011154723NAL0023149713001
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)$17.7M total assets
Net assets$17.7MLiabilities$0
Money in vs. money out
Total income / additions$6.8M
Total expenses$995K
Benefits paid / distributions$917.9K
Contributions
Employer$1.3M
Participant$2.4M
Full reported line items

Net assets

Total assets (EOY)
$17,714,713
Total liabilities (EOY)
$0
Net assets (EOY)
$17,714,713
Net assets (BOY)
$11,932,400

Income & contributions

Employer contributions
$1,263,360
Participant contributions
$2,441,269
Total contributions
$4,331,630
Total income / additions
$6,777,335

Expenses & distributions

Benefits paid
$917,938
Administrative expenses
$77,084
Total expenses
$995,022
Net increase / (decrease)
$5,782,313
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$37,565$02023
Onedigital Investment AdvisorsINVESTMENT ADVISOR$23,346not reported in the loaded dataset2023
Gelman Pension ConsultingTHIRD PARTY ADMINISTRATOR$16,172not reported in the loaded dataset2023

Related Form 5500 pages