Bane-Welker Employee Stock Ownership Plan — Form 5500 plan (Bane-Welker, 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, Bane-Welker Employee Stock Ownership Plan is a benefit plan reported by Bane-Welker, Inc. under EIN 35-1182790 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $29,239,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bane-Welker, Inc.
- EIN
- 35-1182790
- Plan number
- 001
- Plan type
- 2
- Location
- Ladoga, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H | 20240916151809NAL0000713139001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $29,239,350
- Total liabilities (EOY)
- $815,181
- Net assets (EOY)
- $28,424,169
- Net assets (BOY)
- $36,537,878
Income & contributions
- Employer contributions
- $169,813
- Participant contributions
- $0
- Total contributions
- $169,813
- Total income / additions
- -$7,967,922
Expenses & distributions
- Benefits paid
- $123,445
- Administrative expenses
- $0
- Total expenses
- $145,787
- Net increase / (decrease)
- -$8,113,709
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.