2023 Form 5500 filing — Banker Industries, Inc. 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 20240819125239NAL0001471697001) for Banker Industries, Inc. 401(K) Plan, reported by Banker Industries, Inc. under EIN 20-8609234 and plan number 001. It reports 223 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)$588.4KReported net assets$588,424
Participants223
Provider compensation$5.9K2 Schedule C row(s)$5,923
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240819125239NAL0001471697001
Plan sponsor
Banker Industries, Inc.
EIN
20-8609234
Plan number
001
Location
Chandler, AZ
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.

Reported balance (end of year)$593K total assets
Net assets$588.4KLiabilities$4.6K
Money in vs. money out
Total income / additions$264.5K
Total expenses$58.7K
Benefits paid / distributions$45K
Contributions
Employer$0
Participant$176.1K
Full reported line items
Total assets (EOY)
$593,000
Total liabilities (EOY)
$4,576
Net assets (EOY)
$588,424
Employer contributions
$0
Participant contributions
$176,090
Total income / additions
$264,521
Benefits paid
$45,016
Administrative expenses
$11,400
Total expenses
$58,661
Net increase / (decrease)
$205,860
Schedule C

Reported service provider compensation

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

  1. 1
    REGISTERED IN VESTMENT AD · Direct $4K
  2. 2
    RECORDKEEPER · Direct $1.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240819125239NAL0001471697001 cover?
It is the 2023 Form 5500 filing for Banker Industries, Inc. 401(K) Plan, reported by Banker Industries, Inc. (EIN 20-8609234).
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).

Related Form 5500 pages