Plan5500

Bdo Usa, Llp Cash Balance Plan — Form 5500 plan (Bdo Usa, P.C.)

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, Bdo Usa, Llp Cash Balance Plan is a benefit plan reported by Bdo Usa, P.C. under EIN 13-5381590 and plan number 003. The latest loaded filing year is 2023. The filing reports 927 participants and $115,531,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bdo Usa, P.C.
EIN
13-5381590
Plan number
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
927
End-of-year plan assets
$115,531,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023927H, C20241011083154NAL0022414449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$115,531,213
Total liabilities (EOY)
$15,500
Net assets (EOY)
$115,515,713
Net assets (BOY)
$134,630,257

Income & contributions

Total contributions
$0
Total income / additions
$5,791,051

Expenses & distributions

Benefits paid
$24,842,522
Administrative expenses
$63,073
Total expenses
$24,905,595
Net increase / (decrease)
-$19,114,544

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sterling Capital Management LLCNONE$63,073$02023

Related Form 5500 pages