How big is BGT Holdings LLC's plan?

BGT Holdings LLC's plan reported $4K in assets and 39 participants for 2023.

Original filing (PDF)20240912150440NAL0014365872001

BGT Holdings LLC

Name: BGT Holdings LLC — BGT 401(k), Form 5500 (2023)
Creator: BGT Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BGT 401(k)

401(k) retirement plan · BGT Holdings LLC's BGT 401(k) held $4K in plan assets for 39 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Liane Page signed BGT Holdings LLC's 2023 Form 5500 as plan administrator.

Liane Page — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BGT Holdings LLC's EIN is 84-4709229.

EIN 84-4709229

Plan number 001

Plan year 2023

ACK ID 20240912150440NAL0014365872001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BGT Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BGT Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BGT HOLDINGS LLC

EIN

all filings

Address

530 EAST ST · NEW HAVEN, CT · 06511

Phone

(203) 752-9547

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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