B Lab 403b Retirement Plan — Form 5500 plan (B Lab Company)
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, B Lab 403b Retirement Plan is a benefit plan reported by B Lab Company under EIN 20-5958773 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $3,421,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B Lab Company
- EIN
- 20-5958773
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $3,421,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241015101023NAL0029215313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,421,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,421,982
- Net assets (BOY)
- $3,264,507
Income & contributions
- Employer contributions
- $216,936
- Participant contributions
- $598,053
- Total contributions
- $970,350
- Total income / additions
- $1,403,202
Expenses & distributions
- Benefits paid
- $1,214,080
- Administrative expenses
- $31,647
- Total expenses
- $1,245,727
- Net increase / (decrease)
- $157,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Green Retirement Inc | FINANCIAL ADVISOR | $15,602 | not reported in the loaded dataset | 2023 |
| Retirement Plan Consultants | RECORDKEEPER | $14,665 | not reported in the loaded dataset | 2023 |