Business Operational Concepts, LLC 401(K) Plan — Form 5500 plan (Business Operational Concepts, L)

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, Business Operational Concepts, LLC 401(K) Plan is a benefit plan reported by Business Operational Concepts, L under EIN 26-2778053 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $4,369,462 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Business Operational Concepts, L
EIN
26-2778053
Plan number
001
Plan type
2
Location
Grove City, PA
Latest filing year
2023
Participants
127
End-of-year plan assets
$4,369,462

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240722051607NAL0015846016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,369,462
Total liabilities (EOY)
$0
Net assets (EOY)
$4,369,462
Net assets (BOY)
$3,482,522

Income & contributions

Employer contributions
$123,476
Participant contributions
$582,697
Total contributions
$848,313
Total income / additions
$1,484,587

Expenses & distributions

Benefits paid
$581,563
Administrative expenses
$9,534
Total expenses
$597,647
Net increase / (decrease)
$886,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$2,731$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Northwest MutualADVISOR$0$02023

Related Form 5500 pages