Bsw, Inc. Retirement Savings Plan — Form 5500 plan (Bsw, 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, Bsw, Inc. Retirement Savings Plan is a benefit plan reported by Bsw, Inc. under EIN 81-0299560 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $2,963,220 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bsw, Inc.
EIN
81-0299560
Plan number
001
Plan type
2
Location
Butte, MT
Latest filing year
2023
Participants
333
End-of-year plan assets
$2,963,220

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20250305142652NAL0008642721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,963,220
Total liabilities (EOY)
$0
Net assets (EOY)
$2,963,220
Net assets (BOY)
$3,199,988

Income & contributions

Employer contributions
$44,534
Participant contributions
$75,185
Total contributions
$119,719
Total income / additions
$519,111

Expenses & distributions

Benefits paid
$719,770
Administrative expenses
$36,109
Total expenses
$755,879
Net increase / (decrease)
-$236,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Big Sky Retirement IncCONTRACT ADMIN$16,408not reported in the loaded dataset2023
Allied Investment Advisors LLCINVESTMENT ADVISOR$11,777not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$7,574$02023

Related Form 5500 pages