Bps Supply Group 401(K) Profit Sharing Plan — Form 5500 plan (Bps Supply Group)
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, Bps Supply Group 401(K) Profit Sharing Plan is a benefit plan reported by Bps Supply Group under EIN 95-2546428 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $20,368,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bps Supply Group
- EIN
- 95-2546428
- Plan number
- 002
- Plan type
- 2
- Location
- Shafter, CA
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $20,368,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241015174515NAL0030533233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,368,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,368,331
- Net assets (BOY)
- $18,631,791
Income & contributions
- Employer contributions
- $340,722
- Participant contributions
- $731,290
- Total contributions
- $1,074,914
- Total income / additions
- $2,229,302
Expenses & distributions
- Benefits paid
- $432,947
- Administrative expenses
- $59,815
- Total expenses
- $492,762
- Net increase / (decrease)
- $1,736,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $26,822 | $0 | 2023 |
| Ubs Financial Services | INVESTMENT ADVISOR | $14,036 | $0 | 2023 |
| Sageview Advisory Group | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | INVESTMENT ADVISOR | $5,755 | $0 | 2023 |