2023 Form 5500 filing — Bacon, Farmer, Workman Engineering And Testing, Inc. 401(K) Retirement 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 20241011095213NAL0012341395001) for Bacon, Farmer, Workman Engineering And Testing, Inc. 401(K) Retirement Plan, reported by Bacon Farmer Workman Retirement Plan under EIN 61-1310314 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095213NAL0012341395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bacon Farmer Workman Retirement Plan
- EIN
- 61-1310314
- Plan number
- 002
- Location
- Paducah, KY
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,773,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,773,029
- Employer contributions
- $497,981
- Participant contributions
- $1,486,900
- Total income / additions
- $4,700,344
- Benefits paid
- $1,023,198
- Administrative expenses
- $15,318
- Total expenses
- $1,002,541
- Net increase / (decrease)
- $3,697,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $0 | $56,678 |
| Williams Williams Lentz Llp | ACCOUNTANT/AUDITOR | $9,900 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,418 | $0 |