Plan5500

Profit Sharing Plan Of Bfs, Inc. — Form 5500 plan (Bfs, 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, Profit Sharing Plan Of Bfs, Inc. is a benefit plan reported by Bfs, Inc. under EIN 99-0181311 and plan number 001. The latest loaded filing year is 2023. The filing reports 558 participants and $30,168,743 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bfs, Inc.
EIN
99-0181311
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
558
End-of-year plan assets
$30,168,743

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023558H, C20241015212611NAL0058245234001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,168,743
Total liabilities (EOY)
$0
Net assets (EOY)
$30,168,743
Net assets (BOY)
$24,177,035

Income & contributions

Employer contributions
$863,742
Participant contributions
$1,190,386
Total contributions
$2,468,998
Total income / additions
$6,951,309

Expenses & distributions

Benefits paid
$892,008
Administrative expenses
$61,131
Total expenses
$959,601
Net increase / (decrease)
$5,991,708

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$34,928$02023
Grp FinancialINVESTMENT ADVISOR$19,716not reported in the loaded dataset2023
Davis Wright Tremaine LlpINVESTMENT ADVISOR$6,486not reported in the loaded dataset2023

Related Form 5500 pages