2023 Form 5500 filing — E.D. Bullard Company Profit Sharing And Salary Deferral 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 20241008164213NAL0017058897001) for E.D. Bullard Company Profit Sharing And Salary Deferral Plan, reported by E.D. Bullard Company under EIN 94-0348330 and plan number 004. It reports 335 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)$34.3MReported net assets$34,290,312
Participants335
Provider compensation$29.3K1 Schedule C row(s)$29,264
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008164213NAL0017058897001
Plan sponsor
E.D. Bullard Company
EIN
94-0348330
Plan number
004
Location
Lexington, KY
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)$34.3M total assets
Net assets$34.3MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$790.5K
Participant$1.3M
Full reported line items
Total assets (EOY)
$34,290,312
Total liabilities (EOY)
$0
Net assets (EOY)
$34,290,312
Employer contributions
$790,478
Participant contributions
$1,301,687
Total income / additions
$7,404,027
Benefits paid
$1,944,643
Administrative expenses
$29,639
Total expenses
$2,047,191
Net increase / (decrease)
$5,356,836
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $29.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008164213NAL0017058897001 cover?
It is the 2023 Form 5500 filing for E.D. Bullard Company Profit Sharing And Salary Deferral Plan, reported by E.D. Bullard Company (EIN 94-0348330).
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