Plan5500

Bj'S Enterprises, Inc. 401(K) Plan — Form 5500 plan (Bj'S Enterprises, 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, Bj'S Enterprises, Inc. 401(K) Plan is a benefit plan reported by Bj'S Enterprises, Inc under EIN 91-1285969 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $3,817,824 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bj'S Enterprises, Inc
EIN
91-1285969
Plan number
001
Plan type
2
Location
Fife, WA
Latest filing year
2023
Participants
183
End-of-year plan assets
$3,817,824

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241015205222NAL0029652129002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,817,824
Total liabilities (EOY)
$0
Net assets (EOY)
$3,817,824
Net assets (BOY)
$2,996,448

Income & contributions

Employer contributions
$193,120
Participant contributions
$305,807
Total contributions
$498,927
Total income / additions
$924,156

Expenses & distributions

Benefits paid
$90,514
Administrative expenses
$12,266
Total expenses
$102,780
Net increase / (decrease)
$821,376

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs FinancialINVEST ADVISOR$10,767not reported in the loaded dataset2023
DefinitiTPA$1,250not reported in the loaded dataset2023
Capital Group Retirement Plan SvcsRECORDKEEPER$250not reported in the loaded dataset2023

Related Form 5500 pages