Bpn, Llp Retirement Plan — Form 5500 plan (Bpn, Llp)

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, Bpn, Llp Retirement Plan is a benefit plan reported by Bpn, Llp under EIN 47-2367027 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $13,748,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bpn, Llp
EIN
47-2367027
Plan number
001
Plan type
2
Location
Valhalla, NY
Latest filing year
2023
Participants
172
End-of-year plan assets
$13,748,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20241011155847NAL0012729523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,748,662
Net assets (EOY)
$13,748,662
Net assets (BOY)
$9,476,175

Income & contributions

Employer contributions
$579,593
Participant contributions
$1,163,496
Total contributions
$2,862,144
Total income / additions
$4,679,695

Expenses & distributions

Benefits paid
$301,678
Administrative expenses
$105,530
Total expenses
$407,208
Net increase / (decrease)
$4,272,487

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Great-West Life AnnuityRECORDKEEPER$42,136$02023
Global Retirement Partners, LLCINVESTMENT ADVISOR$31,155$02023
Blue Chip Retirement Plans, Inc.TPA$825$10,9852023

Related Form 5500 pages