The Bazooka 401(K) Savings And Investment Plan — Form 5500 plan (B-Tds, 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, The Bazooka 401(K) Savings And Investment Plan is a benefit plan reported by B-Tds, Inc. under EIN 87-4123341 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $17,669,510 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.7MPlan net assets, end of year$17,669,510
Participants400Covered participants reported
Assets / participant$44.2KComputed: assets ÷ participants$44,174 (computed)
Provider compensation$3.2K1 Schedule C provider row(s)$3,229
Plan sponsor
B-Tds, Inc.
EIN
87-4123341
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023400H, C20240715133247NAL0002725426001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17.7M total assets
Net assets$17.7MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
Employer$0
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$17,669,510
Total liabilities (EOY)
$0
Net assets (EOY)
$17,669,510
Net assets (BOY)
$26,688,386

Income & contributions

Employer contributions
$0
Participant contributions
$1,350,005
Total contributions
$1,844,062
Total income / additions
$5,746,892

Expenses & distributions

Benefits paid
$4,363,741
Administrative expenses
$3,964
Total expenses
$4,367,563
Net increase / (decrease)
$1,379,329
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income76%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$3,229$02023

Related Form 5500 pages