2023 Form 5500 filing — Bauer Equity Partners 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 20241014100304NAL0044082656001) for Bauer Equity Partners 401(K) Plan, reported by Bauer Equity Partners under EIN 26-4809716 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100304NAL0044082656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bauer Equity Partners
- EIN
- 26-4809716
- Plan number
- 001
- Location
- Saint Louis, MO
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,869,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,869,458
- Employer contributions
- $372,766
- Participant contributions
- $542,664
- Total income / additions
- $1,340,644
- Benefits paid
- $242,657
- Administrative expenses
- $13,812
- Total expenses
- $256,469
- Net increase / (decrease)
- $1,084,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $13,812 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Janus Funds | NONE | $0 | $0 |
| All Spring Global | NONE | $0 | $0 |
| Prudential Funds | NONE | $0 | $0 |