Bwi Companies, Inc. 401(K) Plan — Form 5500 plan (Bwi Companies, 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, Bwi Companies, Inc. 401(K) Plan is a benefit plan reported by Bwi Companies, Inc. under EIN 75-1789544 and plan number 002. The latest loaded filing year is 2023. The filing reports 676 participants and $63,581,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bwi Companies, Inc.
- EIN
- 75-1789544
- Plan number
- 002
- Plan type
- 2
- Location
- Nash, TX
- Latest filing year
- 2023
- Participants
- 676
- End-of-year plan assets
- $63,581,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 676 | H, C | 20240925145300NAL0008432307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,581,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,581,555
- Net assets (BOY)
- $55,553,331
Income & contributions
- Employer contributions
- $986,921
- Participant contributions
- $2,437,534
- Total contributions
- $3,499,099
- Total income / additions
- $12,877,895
Expenses & distributions
- Benefits paid
- $4,694,531
- Administrative expenses
- $153,872
- Total expenses
- $4,849,671
- Net increase / (decrease)
- $8,028,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $78,106 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,021 | not reported in the loaded dataset | 2023 |
| Newport Group Consulting LLC | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Bwi Companies Inc | OTHER | $19,745 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bwi Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Nash, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Newport Group Consulting LLC — Schedule C compensation
- Bwi Companies Inc — Schedule C compensation