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, Bgi Collective Bargaining Agreement Safe Harbor 401k Plan is a benefit plan reported by Bgi, LLC under EIN 23-0037861 and plan number 003. The latest loaded filing year is 2023. The filing reports 112 participants and $6,399,761 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,399,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,399,761
- Net assets (BOY)
- $6,077,500
Income & contributions
- Employer contributions
- $437,016
- Participant contributions
- $786,128
- Total contributions
- $1,223,144
- Total income / additions
- $2,210,826
Expenses & distributions
- Benefits paid
- $1,843,856
- Administrative expenses
- $44,325
- Total expenses
- $1,888,565
- Net increase / (decrease)
- $322,261