2023 Form 5500 filing — Baesman Group, Inc., 401(K) 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 20241014102034NAL0014760867001) for Baesman Group, Inc., 401(K) Savings Plan, reported by Baesman Group, Inc. under EIN 31-0646372 and plan number 002. It reports 166 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)$11.2MReported net assets$11,225,549
Participants166
Provider compensation$19.5K1 Schedule C row(s)$19,485
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014102034NAL0014760867001
Plan sponsor
Baesman Group, Inc.
EIN
31-0646372
Plan number
002
Location
Hilliard, OH
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)$11.3M total assets
Net assets$11.2MLiabilities$34.8K
Money in vs. money out
Total income / additions$2.2M
Total expenses$746K
Benefits paid / distributions$691.8K
Contributions
Employer$182.1K
Participant$533.3K
Full reported line items
Total assets (EOY)
$11,260,321
Total liabilities (EOY)
$34,772
Net assets (EOY)
$11,225,549
Employer contributions
$182,108
Participant contributions
$533,277
Total income / additions
$2,235,315
Benefits paid
$691,765
Administrative expenses
$19,485
Total expenses
$746,022
Net increase / (decrease)
$1,489,293

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Jpmorgan Invest Holdings LLCRECORDKEEPER$19,485$0

Related Form 5500 pages