2023 Form 5500 filing — Bauer Built Employee 401(K) Benefit 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 20240730150235NAL0020995121001) for Bauer Built Employee 401(K) Benefit Plan, reported by Bauer Built, Inc. under EIN 39-0906216 and plan number 003. It reports 741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730150235NAL0020995121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bauer Built, Inc.
- EIN
- 39-0906216
- Plan number
- 003
- Location
- Durand, WI
- Participants
- 741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,769,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,769,471
- Employer contributions
- $2,480,384
- Participant contributions
- $3,582,569
- Total income / additions
- $17,043,161
- Benefits paid
- $5,420,791
- Administrative expenses
- $176,582
- Total expenses
- $5,597,373
- Net increase / (decrease)
- $11,445,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management | NONE | $108,583 | not reported in the loaded dataset |
| Milliman | NONE | $67,999 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $18,568 |