2023 Form 5500 filing — Bauer Underground, Inc. Safe Harbor 401(K) 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 20240809090058NAL0006175777001) for Bauer Underground, Inc. Safe Harbor 401(K) Plan, reported by Bauer Underground, Inc. under EIN 77-0591642 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809090058NAL0006175777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bauer Underground, Inc.
- EIN
- 77-0591642
- Plan number
- 001
- Location
- Norfolk, NE
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,786,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,786,666
- Employer contributions
- $435,128
- Participant contributions
- $709,560
- Total income / additions
- $2,316,508
- Benefits paid
- $598,443
- Administrative expenses
- $48,078
- Total expenses
- $646,521
- Net increase / (decrease)
- $1,669,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,916 | not reported in the loaded dataset |
| Usi Advisors Inc | ADVISOR | $23,661 | not reported in the loaded dataset |