2023 Form 5500 filing — Bixby Electric, Inc. Retirement Savings 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 20241014072503NAL0043767648001) for Bixby Electric, Inc. Retirement Savings Plan, reported by Bixby Electric, Inc. under EIN 85-0362683 and plan number 002. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072503NAL0043767648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bixby Electric, Inc.
- EIN
- 85-0362683
- Plan number
- 002
- Location
- Albuquerque, NM
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,390,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,390,744
- Employer contributions
- $785,630
- Participant contributions
- $211,604
- Total income / additions
- $1,777,912
- Benefits paid
- $797,618
- Administrative expenses
- $35,267
- Total expenses
- $832,885
- Net increase / (decrease)
- $945,027
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | RECORDKEEPER | $15,041 | not reported in the loaded dataset |
| Principal Funds | NONE | $0 | $0 |
| T Rowe Price Rps, Inc | NONE | $0 | $0 |
| Wells Fargo Funds Trust | NONE | $0 | $0 |