Bst Consultants. Inc. 401 (K) Plan — Form 5500 plan (Bst Consultants. 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, Bst Consultants. Inc. 401 (K) Plan is a benefit plan reported by Bst Consultants. Inc. under EIN 59-1841906 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $37,844,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bst Consultants. Inc.
- EIN
- 59-1841906
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $37,844,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20250410145544NAL0024425217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,844,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,844,327
- Net assets (BOY)
- $33,079,848
Income & contributions
- Employer contributions
- $685,516
- Participant contributions
- $1,987,581
- Total contributions
- $2,801,394
- Total income / additions
- $8,044,158
Expenses & distributions
- Benefits paid
- $3,169,025
- Administrative expenses
- $110,654
- Total expenses
- $3,279,679
- Net increase / (decrease)
- $4,764,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Financial Partners | RIA | $62,685 | not reported in the loaded dataset | 2023 |