Plan5500

Bison Gear & Engineering Corporation Union 401(K) Retirement Plan — Form 5500 plan (Bison Gear & Engineering Corporation)

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, Bison Gear & Engineering Corporation Union 401(K) Retirement Plan is a benefit plan reported by Bison Gear & Engineering Corporation under EIN 36-2435615 and plan number 003. The latest loaded filing year is 2023. The filing reports 215 participants and $2,094 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.1KPlan net assets, end of year$2,094
Participants215Covered participants reported
Assets / participant$10Computed: assets ÷ participants$10 (computed)
Provider compensation$63.8K4 Schedule C provider row(s)$63,849
Plan sponsor
Bison Gear & Engineering Corporation
EIN
36-2435615
Plan number
003
Plan type
2
Location
St. Charles, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    215 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.1K total assets
Net assets$2.1KLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$10.1M
Benefits paid / distributions$10M
Contributions
Employer$59.1K
Participant$154.1K
Full reported line items

Net assets

Total assets (EOY)
$2,094
Total liabilities (EOY)
$0
Net assets (EOY)
$2,094
Net assets (BOY)
$8,750,323

Income & contributions

Employer contributions
$59,097
Participant contributions
$154,052
Total contributions
$213,149
Total income / additions
$1,327,418

Expenses & distributions

Benefits paid
$10,011,798
Administrative expenses
$63,849
Total expenses
$10,075,647
Net increase / (decrease)
-$8,748,229
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets481167%Computed ratio
Benefits paid ÷ total income754%Computed ratio
Provider comp. ÷ net assets3049%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ameritas Life Insurance Corp$35.6K
    NONE · Direct $35.6K
  2. 2
    Charles Schwab Bank$9.9K
    NONE · Direct $9.9K · Indirect $0
  3. 3
    Clear Asset Management$9.3K
    NONE · Direct $9.3K
  4. 4
    Clear Financial Strategies, LLC$9.1K
    NONE · Direct $9.1K

What to inspect next

Frequently asked questions

Who sponsors the Bison Gear & Engineering Corporation Union 401(K) Retirement Plan?
Bison Gear & Engineering Corporation Union 401(K) Retirement Plan is reported as sponsored by Bison Gear & Engineering Corporation (EIN 36-2435615, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bison Gear & Engineering Corporation Union 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Bison Gear & Engineering Corporation Union 401(K) Retirement Plan is 2023.
How many participants does Bison Gear & Engineering Corporation Union 401(K) Retirement Plan report?
Bison Gear & Engineering Corporation Union 401(K) Retirement Plan reports 215 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bison Gear & Engineering Corporation Union 401(K) Retirement Plan?
Bison Gear & Engineering Corporation Union 401(K) Retirement Plan reports $2,094 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages