2023 Form 5500 filing — Bidart Bros. 401(K) Profit Sharing 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 20240904105717NAL0011095939001) for Bidart Bros. 401(K) Profit Sharing Plan, reported by Bidart Bros. under EIN 95-1657546 and plan number 002. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904105717NAL0011095939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bidart Bros.
- EIN
- 95-1657546
- Plan number
- 002
- Location
- Bakersfield, CA
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,036,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,036,223
- Employer contributions
- $220,698
- Participant contributions
- $427,018
- Total income / additions
- $1,386,519
- Benefits paid
- $587,874
- Administrative expenses
- $42,986
- Total expenses
- $630,860
- Net increase / (decrease)
- $755,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carlson Quinn | TPA | $5,151 | $3,891 |
| Morgan Stanley Smith Barney | BROKER DEALER | $0 | $8,684 |
| Morningstar Investment Mgmt | INVESTMENT ADVISOR | $383 | not reported in the loaded dataset |