Bmc Growth Fund Ii, LLC 401(K) Plan — Form 5500 plan (Bmc Growth Fund Ii, LLC)
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, Bmc Growth Fund Ii, LLC 401(K) Plan is a benefit plan reported by Bmc Growth Fund Ii, LLC under EIN 38-4091731 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $5,206,794 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bmc Growth Fund Ii, LLC
- EIN
- 38-4091731
- Plan number
- 001
- Plan type
- 3
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $5,206,794
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20250930123531NAL0013200256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,206,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,206,794
- Net assets (BOY)
- $4,495,942
Income & contributions
- Employer contributions
- $233,040
- Participant contributions
- $506,752
- Total contributions
- $739,792
- Total income / additions
- $1,488,879
Expenses & distributions
- Benefits paid
- $682,405
- Administrative expenses
- $40,440
- Total expenses
- $778,027
- Net increase / (decrease)
- $710,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $33,790 | $0 | 2023 |
| Morgan Stanley Ins Services Inc | BROKER/ADVISO R | $0 | $9,836 | 2023 |
| Benefit Solutions Etc | TPA | $6,009 | $2,284 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $160 | not reported in the loaded dataset | 2023 |
| Barnes Denning | AUDITOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bmc Growth Fund Ii, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Miamisburg, OH
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Morgan Stanley Ins Services Inc — Schedule C compensation
- Benefit Solutions Etc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Barnes Denning — Schedule C compensation