Bob'S Discount Furniture 401(K) Profit Sharing Plan — Form 5500 plan (Bob'S Discount Furniture 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, Bob'S Discount Furniture 401(K) Profit Sharing Plan is a benefit plan reported by Bob'S Discount Furniture LLC under EIN 20-2149352 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,886 participants and $199,912,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bob'S Discount Furniture LLC
EIN
20-2149352
Plan number
001
Plan type
2
Location
Manchester, CT
Latest filing year
2023
Participants
6,886
End-of-year plan assets
$199,912,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,886H, C20240916121238NAL0002741376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$199,912,126
Total liabilities (EOY)
$0
Net assets (EOY)
$199,912,126
Net assets (BOY)
$166,827,052

Income & contributions

Employer contributions
$6,257,359
Participant contributions
$21,567,210
Total contributions
$29,618,790
Total income / additions
$59,391,585

Expenses & distributions

Benefits paid
$25,888,774
Administrative expenses
$182,452
Total expenses
$26,306,511
Net increase / (decrease)
$33,085,074

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCINVESTMENT ADVISOR$73,835not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$70,990not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$37,627$02023

Related Form 5500 pages