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BV PARTNERS MANAGEMENT, L.L.C. — BV PARTNERS MANAGEMENT, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240725122033NAL0022395536001
BV PARTNERS MANAGEMENT, L.L.C.
Form 5500-SF
FILING_RECEIVED
BV PARTNERS MANAGEMENT, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 8.3 mo
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BV PARTNERS MANAGEMENT, L.L.C.
.
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Plan sponsor
Name
BV PARTNERS MANAGEMENT, L.L.C.
EIN
22-3883195
Address
1941 PEARL STREET, STE. 300 · BOULDER, CO · 80302
Phone
(303) 444-6950
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 8.3 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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