2023 Form 5500 filing — Bob Anderson Builders, Inc. Employee Stock Ownership 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 20240719120906NAL0004350611001) for Bob Anderson Builders, Inc. Employee Stock Ownership Plan, reported by Bob Anderson Builders, Inc. under EIN 39-1635964 and plan number 002. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$273.8KReported net assets$273,785
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240719120906NAL0004350611001
Plan sponsor
Bob Anderson Builders, Inc.
EIN
39-1635964
Plan number
002
Location
Wales, WI
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.3M total assets
Net assets$273.8KLiabilities$4M
Money in vs. money out
Total income / additions-$433.9K
Total expenses$108.6K
Benefits paid / distributionsNot reported
Contributions
Employer$816.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,300,063
Total liabilities (EOY)
$4,026,278
Net assets (EOY)
$273,785
Employer contributions
$816,295
Total income / additions
-$433,936
Total expenses
$108,574
Net increase / (decrease)
-$542,510

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240719120906NAL0004350611001 cover?
It is the 2023 Form 5500 filing for Bob Anderson Builders, Inc. Employee Stock Ownership Plan, reported by Bob Anderson Builders, Inc. (EIN 39-1635964).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages