Bgrs Management, Inc. 401(K) Plan — Form 5500 plan (Bgrs Management, 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, Bgrs Management, Inc. 401(K) Plan is a benefit plan reported by Bgrs Management, Inc. under EIN 26-1134400 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $634,298 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$634.3KPlan net assets, end of year$634,298
Participants2Covered participants reported
Assets / participant$317.1KComputed: assets ÷ participants$317,149 (computed)
Provider compensationNone reported
Plan sponsor
Bgrs Management, Inc.
EIN
26-1134400
Plan number
002
Plan type
2
Location
Tomball, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20241031194247NAL0004897010001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$634.3K total assets
Net assets$634.3KLiabilities$0
Money in vs. money out
Total income / additions$103.5K
Total expenses$394.5K
Benefits paid / distributions$390K
Contributions
Employer$0
Participant$43.2K
Full reported line items

Net assets

Total assets (EOY)
$634,298
Total liabilities (EOY)
$0
Net assets (EOY)
$634,298
Net assets (BOY)
$925,292

Income & contributions

Employer contributions
$0
Participant contributions
$43,200
Total income / additions
$103,462

Expenses & distributions

Benefits paid
$390,000
Administrative expenses
$4,456
Total expenses
$394,456
Net increase / (decrease)
-$290,994
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets62%Computed ratio
Benefits paid ÷ total income377%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages