Bauer, Inc. 401(K) Plan — Form 5500 plan (Bauer, Inc.)
Plain-English plan 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, Bauer, Inc. 401(K) Plan is a benefit plan reported by Bauer, Inc. under EIN 05-0540828 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $12,617,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bauer, Inc.
- EIN
- 05-0540828
- Plan number
- 001
- Plan type
- 2
- Location
- Bristol, CT
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $12,617,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20250409133428NAL0030557648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,617,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,617,420
- Net assets (BOY)
- $11,216,187
Income & contributions
- Employer contributions
- $211,728
- Participant contributions
- $614,971
- Total contributions
- $914,094
- Total income / additions
- $2,625,876
Expenses & distributions
- Benefits paid
- $1,159,845
- Administrative expenses
- $56,123
- Total expenses
- $1,224,643
- Net increase / (decrease)
- $1,401,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gfs Wealth Management Advisors, Inc | INVESTMENT ADVISOR | $34,649 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $22,555 | $0 | 2023 |
| Heritage Benefit Consultants, Inc. | TPA | $0 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bauer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Bristol, CT
- Gfs Wealth Management Advisors, Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Heritage Benefit Consultants, Inc. — Schedule C compensation