B-H Transfer Company 401(K) Plan — Form 5500 plan (B-H Transfer Company)
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, B-H Transfer Company 401(K) Plan is a benefit plan reported by B-H Transfer Company under EIN 58-1108979 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $8,318,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B-H Transfer Company
- EIN
- 58-1108979
- Plan number
- 001
- Plan type
- 2
- Location
- Sandersville, GA
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $8,318,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241011145921NAL0044763106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,318,270
- Total liabilities (EOY)
- $2,007
- Net assets (EOY)
- $8,316,263
- Net assets (BOY)
- $6,716,300
Income & contributions
- Employer contributions
- $182,268
- Participant contributions
- $548,756
- Total contributions
- $779,831
- Total income / additions
- $2,070,705
Expenses & distributions
- Benefits paid
- $433,684
- Administrative expenses
- $36,828
- Total expenses
- $470,742
- Net increase / (decrease)
- $1,599,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $26,048 | $0 | 2023 |
| Pnc Bank Na | INVESTMENT ADVISOR | $10,571 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $209 | not reported in the loaded dataset | 2023 |