Plan5500

Bapko Metal, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bapko Metal, Inc. (EIN 95-3224566) is a plan sponsor located in Orange, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-3224566
Location
Orange, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bapko Metal, Inc.

  • 3 loaded plans hold $31.6M in reported assets.
  • The largest, Bapko Metal, Inc. Employee Stock Ownership Plan, holds 83% of this company's reported plan assets.
  • Plans cover 598 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22.2MSummed across loaded plans$22,200,330
Total reported assets$31.6M$31,643,782
Total reported participants598
Total reported liabilities$9.4M$9,443,452

Reported net position

Reported assets = net assets + liabilities (summed)$31.6M total assets
Net assets$22.2MLiabilities$9.4M
Contributions & income
Employer contributions$2.2M
Participant contributions$443.1K
Total income / additions$11.6M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.8M
Net increase / (decrease)$9.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets83%Bapko Metal, Inc. Employee Stock Ownership Plan
Participants per plan199Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bapko Metal, Inc. Employee Stock Ownership Plan$26.1M
    Plan #004 · 242 participants · 2023
  2. 2
    Bapko Metal, Inc. Retirement Plan$5.5M
    Plan #002 · 188 participants · 2023
  3. 3
    Bapko Metal, Inc.not reported in the loaded dataset
    Plan #501 · 168 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bapko Metal, Inc.. Open one for its full reported snapshot.

  1. 2023
    Bapko Metal, Inc. Retirement Plan188 participants · 2Sch HSch C
    View filing →
  2. 2023
    Bapko Metal, Inc. Employee Stock Ownership Plan242 participants · 2Sch H
    View filing →
  3. 2023
    Bapko Metal, Inc.168 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bapko Metal, Inc. report on Form 5500?
Bapko Metal, Inc. (EIN 95-3224566) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bapko Metal, Inc.?
The Employer Identification Number (EIN) reported for Bapko Metal, Inc. is 95-3224566.
What is the latest Form 5500 filing year for Bapko Metal, Inc.?
The latest loaded Form 5500 filing year for Bapko Metal, Inc. is 2023.

Related Form 5500 pages