Bdp & Beavers Holdings Retirement Savings Plan — Form 5500 plan (Best Diamond Packaging)
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, Bdp & Beavers Holdings Retirement Savings Plan is a benefit plan reported by Best Diamond Packaging under EIN 26-0071475 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $6,026,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Best Diamond Packaging
- EIN
- 26-0071475
- Plan number
- 001
- Plan type
- 3
- Location
- Kinston, NC
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $6,026,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20241015130701NAL0028518737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,026,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,026,146
- Net assets (BOY)
- $5,493,408
Income & contributions
- Employer contributions
- $392,514
- Participant contributions
- $575,607
- Total contributions
- $968,121
- Total income / additions
- $1,880,547
Expenses & distributions
- Benefits paid
- $1,300,034
- Administrative expenses
- $41,580
- Total expenses
- $1,347,809
- Net increase / (decrease)
- $532,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $20,121 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,959 | $0 | 2023 |
| Cray, Kaiser Ltd. | ACCOUNTANT/AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |