Billups 401(K) Plan — Form 5500 plan (Billups, 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, Billups 401(K) Plan is a benefit plan reported by Billups, LLC under EIN 54-2128857 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $7,652,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Billups, LLC
EIN
54-2128857
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
196
End-of-year plan assets
$7,652,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20240911194015NAL0012634944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,652,574
Total liabilities (EOY)
$20,314
Net assets (EOY)
$7,632,260
Net assets (BOY)
$5,263,562

Income & contributions

Employer contributions
$236,715
Participant contributions
$968,053
Total contributions
$1,479,750
Total income / additions
$2,626,463

Expenses & distributions

Benefits paid
$242,964
Administrative expenses
$14,801
Total expenses
$257,765
Net increase / (decrease)
$2,368,698

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Plan Specialists, PcTPA$0$17,7412023
Raymond James FinancialFINANCIAL ADVISOR$0$17,0922023

Related Form 5500 pages