2023 Form 5500 filing — Baney Corporation 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 20240911085706NAL0011573920001) for Baney Corporation Profit Sharing Plan, reported by Baney Corporation under EIN 93-0997747 and plan number 001. It reports 710 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911085706NAL0011573920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baney Corporation
- EIN
- 93-0997747
- Plan number
- 001
- Location
- Bend, OR
- Participants
- 710
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,248,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,248,484
- Employer contributions
- $1,036,098
- Participant contributions
- $1,117,170
- Total income / additions
- $4,535,267
- Benefits paid
- $923,592
- Administrative expenses
- $78,368
- Total expenses
- $1,001,960
- Net increase / (decrease)
- $3,533,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $74,751 | $0 |