B & D Retirement And Savings Plan — Form 5500 plan (B & D Industrial, Inc.)

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 & D Retirement And Savings Plan is a benefit plan reported by B & D Industrial, Inc. under EIN 20-8250839 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $26,688,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B & D Industrial, Inc.
EIN
20-8250839
Plan number
001
Plan type
2
Location
Macon, GA
Latest filing year
2023
Participants
426
End-of-year plan assets
$26,688,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023426H, C20240820155235NAL0001546691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,688,784
Net assets (EOY)
$26,688,784
Net assets (BOY)
$22,335,774

Income & contributions

Employer contributions
$465,627
Participant contributions
$1,500,627
Total contributions
$2,018,189
Total income / additions
$6,623,466

Expenses & distributions

Benefits paid
$2,124,004
Administrative expenses
$135,005
Total expenses
$2,270,456
Net increase / (decrease)
$4,353,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$93,556$02023
Bank Of America NaINVESTMENT ADVISORY$38,299not reported in the loaded dataset2023

Related Form 5500 pages