Bst & Co. Cpas, Llp 401(K) Plan — Form 5500 plan (Bst & Co. Cpas, Llp)

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, Bst & Co. Cpas, Llp 401(K) Plan is a benefit plan reported by Bst & Co. Cpas, Llp under EIN 14-1442607 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $17,256,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bst & Co. Cpas, Llp
EIN
14-1442607
Plan number
001
Plan type
2
Location
Latham, NY
Latest filing year
2023
Participants
163
End-of-year plan assets
$17,256,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241011101115NAL0010801299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,256,969
Net assets (EOY)
$17,256,969
Net assets (BOY)
$14,571,185

Income & contributions

Employer contributions
$406,038
Participant contributions
$942,073
Total contributions
$1,765,662
Total income / additions
$4,014,972

Expenses & distributions

Benefits paid
$1,203,327
Administrative expenses
$62,519
Total expenses
$1,329,188
Net increase / (decrease)
$2,685,784

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bam Advisor Services LLCNONE$44,979not reported in the loaded dataset2023
AlerusNONE$17,540not reported in the loaded dataset2023

Related Form 5500 pages