Bda 401k Plan — Form 5500 plan (Bda, LLC)

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, Bda 401k Plan is a benefit plan reported by Bda, LLC under EIN 91-1272790 and plan number 001. The latest loaded filing year is 2023. The filing reports 907 participants and $42,566,772 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.6MPlan net assets, end of year$42,566,772
Participants907Covered participants reported
Assets / participant$46.9KComputed: assets ÷ participants$46,931 (computed)
Provider compensation$25.4K2 Schedule C provider row(s)$25,367
Plan sponsor
Bda, LLC
EIN
91-1272790
Plan number
001
Plan type
2
Location
Woodinville, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023907H, C20241014125129NAL0013304563001
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)$42.6M total assets
Net assets$42.6MLiabilities$0
Money in vs. money out
Total income / additions$11.5M
Total expenses$5.5M
Benefits paid / distributions$5.5M
Contributions
Employer$712.1K
Participant$3.9M
Full reported line items

Net assets

Total assets (EOY)
$42,566,772
Total liabilities (EOY)
$0
Net assets (EOY)
$42,566,772
Net assets (BOY)
$36,566,970

Income & contributions

Employer contributions
$712,138
Participant contributions
$3,922,737
Total contributions
$4,895,361
Total income / additions
$11,535,516

Expenses & distributions

Benefits paid
$5,510,347
Administrative expenses
$25,367
Total expenses
$5,535,714
Net increase / (decrease)
$5,999,802
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 15%Participant 85%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$25,367$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages