Bill'S Distributing, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Bills Distributing, Ltd.)

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, Bill'S Distributing, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Bills Distributing, Ltd. under EIN 39-1375927 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $13,216,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bills Distributing, Ltd.
EIN
39-1375927
Plan number
001
Plan type
2
Location
Menomonie, WI
Latest filing year
2023
Participants
180
End-of-year plan assets
$13,216,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20240620122818NAL0000909683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,216,563
Total liabilities (EOY)
$0
Net assets (EOY)
$13,216,563
Net assets (BOY)
$10,612,708

Income & contributions

Employer contributions
$324,705
Participant contributions
$685,230
Total contributions
$2,108,577
Total income / additions
$3,984,536

Expenses & distributions

Benefits paid
$1,352,435
Administrative expenses
$28,246
Total expenses
$1,380,681
Net increase / (decrease)
$2,603,855

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Great Valley Advisor Group IncADVISOR$18,565not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$9,681$02023

Related Form 5500 pages