Bwbr Architects, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Bwbr Architects, 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, Bwbr Architects, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Bwbr Architects, Inc. under EIN 41-0823721 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $47,292,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bwbr Architects, Inc.
- EIN
- 41-0823721
- Plan number
- 001
- Plan type
- 2
- Location
- St. Paul, MN
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $47,292,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20241015154051NAL0014989283002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,292,769
- Net assets (EOY)
- $47,292,769
- Net assets (BOY)
- $43,674,873
Income & contributions
- Employer contributions
- $2,158,591
- Participant contributions
- $2,225,930
- Total contributions
- $4,580,025
- Total income / additions
- $12,726,863
Expenses & distributions
- Benefits paid
- $9,027,438
- Administrative expenses
- $81,529
- Total expenses
- $9,108,967
- Net increase / (decrease)
- $3,617,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marks Group Wealth Management | INVESTMENT MANAGEMENT | $80,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $1,488 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bwbr Architects, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Paul, MN
- Marks Group Wealth Management — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation