2023 Form 5500 filing — Bob Ward & Sons, Inc. 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240412160836NAL0004353826001) for Bob Ward & Sons, Inc. 401(K) Retirement Plan, reported by Bob Ward & Sons, Inc. under EIN 81-0227028 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants158

Provider compensation$19.9K4 Schedule C row(s)$19,935

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240412160836NAL0004353826001
Plan sponsor: Bob Ward & Sons, Inc.
EIN: 81-0227028
Plan number: 001
Location: Missoula, MT
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$495.8K

Total expenses$3.5M

Benefits paid / distributions$3.5M

Contributions

Employer$28.8K

Participant$63K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $28,807
Participant contributions: $62,989
Total income / additions: $495,842
Benefits paid: $3,468,486
Administrative expenses: $14,754
Total expenses: $3,483,240
Net increase / (decrease): -$2,987,398

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Insurance Company$13.5K
RECORDKEEPER · Direct $13.5K · Indirect $0
2
S.G. Long & Co.$4.3K
BROKER/ADVISOR · Direct $0 · Indirect $4.3K
3
Randall & Hurley, Inc.$1.3K
CONTRACT ADMIN · Direct $1.3K
4
Crown Capital Securities Lp$904
BROKER/ ADVISOR · Direct $0 · Indirect $904

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240412160836NAL0004353826001 cover?: It is the 2023 Form 5500 filing for Bob Ward & Sons, Inc. 401(K) Retirement Plan, reported by Bob Ward & Sons, Inc. (EIN 81-0227028).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).