Bh Inc 401(K) Plan — Form 5500 plan (Bh 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, Bh Inc 401(K) Plan is a benefit plan reported by Bh Inc under EIN 87-0561920 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $9,112,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bh Inc
- EIN
- 87-0561920
- Plan number
- 001
- Plan type
- 2
- Location
- Vernal, UT
- Latest filing year
- 2023
- Participants
- 598
- End-of-year plan assets
- $9,112,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 598 | H, C | 20241015123840NAL0057629010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,112,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,112,813
- Net assets (BOY)
- $6,748,622
Income & contributions
- Employer contributions
- $688,963
- Participant contributions
- $1,018,120
- Total contributions
- $1,745,065
- Total income / additions
- $2,924,626
Expenses & distributions
- Benefits paid
- $491,562
- Administrative expenses
- $45,065
- Total expenses
- $560,435
- Net increase / (decrease)
- $2,364,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance | NONE | $1,562 | $27,277 | 2023 |
| Andina Capital Management LLC | NONE | $26,705 | not reported in the loaded dataset | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $15,603 | not reported in the loaded dataset | 2023 |