B3h 401(K) Plan — Form 5500 plan (B3h Corporation)
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, B3h 401(K) Plan is a benefit plan reported by B3h Corporation under EIN 59-3038876 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $9,972,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B3h Corporation
- EIN
- 59-3038876
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton Beach, FL
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $9,972,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20240729103405NAL0010956467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,972,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,972,275
- Net assets (BOY)
- $8,940,404
Income & contributions
- Employer contributions
- $267,147
- Participant contributions
- $537,650
- Total contributions
- $815,974
- Total income / additions
- $2,459,562
Expenses & distributions
- Benefits paid
- $1,383,770
- Administrative expenses
- $43,921
- Total expenses
- $1,427,691
- Net increase / (decrease)
- $1,031,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,920 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $9,331 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B3h Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Walton Beach, FL
- Principal Life Insurance Company — Schedule C compensation
- S B H U Life Agency Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation