2023 Form 5500 filing — Bane-Welker Equipment, LLC 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 20241008090156NAL0009491827001) for Bane-Welker Equipment, LLC 401(K) Plan, reported by Bane-Welker Equipment, LLC under EIN 36-4748678 and plan number 001. It reports 371 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)$15.3MReported net assets$15,320,134
Participants371
Provider compensation$54.4K2 Schedule C row(s)$54,441
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008090156NAL0009491827001
- Plan sponsor
- Bane-Welker Equipment, LLC
- EIN
- 36-4748678
- Plan number
- 001
- Location
- Ladoga, IN
- Received date
- not reported in the loaded dataset
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)$15.3M total assets
Net assets$15.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,320,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,320,134
- Employer contributions
- $222,735
- Participant contributions
- $2,512,943
- Total income / additions
- $4,917,552
- Benefits paid
- $910,182
- Administrative expenses
- $54,441
- Total expenses
- $964,623
- Net increase / (decrease)
- $3,952,929
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $34,441 | $0 |
| Procourse Fiduciary Advisors LLC | ADVISOR | $20,000 | not reported in the loaded dataset |