Bane-Welker Equipment, LLC 401(K) Plan — Form 5500 plan (Bane-Welker Equipment, LLC)

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 Equipment, LLC 401(K) Plan is a benefit plan reported by Bane-Welker Equipment, LLC under EIN 36-4748678 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $15,320,134 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bane-Welker Equipment, LLC
EIN
36-4748678
Plan number
001
Plan type
2
Location
Ladoga, IN
Latest filing year
2023
Participants
371
End-of-year plan assets
$15,320,134

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20241008090156NAL0009491827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,320,134
Total liabilities (EOY)
$0
Net assets (EOY)
$15,320,134
Net assets (BOY)
$11,367,205

Income & contributions

Employer contributions
$222,735
Participant contributions
$2,512,943
Total contributions
$2,808,738
Total income / additions
$4,917,552

Expenses & distributions

Benefits paid
$910,182
Administrative expenses
$54,441
Total expenses
$964,623
Net increase / (decrease)
$3,952,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$34,441$02023
Procourse Fiduciary Advisors LLCADVISOR$20,000not reported in the loaded dataset2023

Related Form 5500 pages