Lendistry 401(K) Profit Sharing Plan — Form 5500 plan (B.S.D. Capital, 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, Lendistry 401(K) Profit Sharing Plan is a benefit plan reported by B.S.D. Capital, Inc. under EIN 47-5116707 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $6,906,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B.S.D. Capital, Inc.
EIN
47-5116707
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
443
End-of-year plan assets
$6,906,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023443H, C20241008192351NAL0029582192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,906,516
Total liabilities (EOY)
$16,289
Net assets (EOY)
$6,890,227
Net assets (BOY)
$3,550,300

Income & contributions

Employer contributions
$1,322,248
Participant contributions
$2,160,943
Total contributions
$3,843,022
Total income / additions
$4,446,034

Expenses & distributions

Benefits paid
$987,356
Administrative expenses
$53,691
Total expenses
$1,106,107
Net increase / (decrease)
$3,339,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Quest Investment AdvisorsINVESTMENT ADVISOR$31,041$02023
R-Tech Consultants, IncTHIRD PARTY ADMINISTRATO$12,990$02023
T. Rowe PriceRECORDKEEPER$9,300$02023

Related Form 5500 pages