Bbb Industries, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Bbb Industries, 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, Bbb Industries, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Bbb Industries, LLC under EIN 20-1837357 and plan number 001. The latest loaded filing year is 2023. The filing reports 768 participants and $39,280,412 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bbb Industries, LLC
EIN
20-1837357
Plan number
001
Plan type
2
Location
Daphne, AL
Latest filing year
2023
Participants
768
End-of-year plan assets
$39,280,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023768H, C20241014081758NAL0051534162001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,280,412
Total liabilities (EOY)
$0
Net assets (EOY)
$39,280,412
Net assets (BOY)
$30,542,677

Income & contributions

Employer contributions
$2,313,113
Participant contributions
$3,863,661
Total contributions
$6,561,576
Total income / additions
$12,180,284

Expenses & distributions

Benefits paid
$3,302,064
Administrative expenses
$131,643
Total expenses
$3,442,549
Net increase / (decrease)
$8,737,735

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$68,055$02023
Regions BankINVESTMENT ADVISOR$49,359not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$14,229not reported in the loaded dataset2023

Related Form 5500 pages