Basler Electric 401k Plan — Form 5500 plan (Basler Electric Company)

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, Basler Electric 401k Plan is a benefit plan reported by Basler Electric Company under EIN 37-0628928 and plan number 003. The latest loaded filing year is 2023. The filing reports 391 participants and $62,179,348 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$62.2MPlan net assets, end of year$62,179,348
Participants391Covered participants reported
Assets / participant$159KComputed: assets ÷ participants$159,026 (computed)
Provider compensation$5.1K1 Schedule C provider row(s)$5,051
Plan sponsor
Basler Electric Company
EIN
37-0628928
Plan number
003
Plan type
2
Location
Highland, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023391H, C20240816150438NAL0014431137001
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)$62.2M total assets
Net assets$62.2MLiabilities$0
Money in vs. money out
Total income / additions$14.7M
Total expenses$5M
Benefits paid / distributions$5M
Contributions
Employer$654.6K
Participant$2.6M
Full reported line items

Net assets

Total assets (EOY)
$62,179,348
Total liabilities (EOY)
$0
Net assets (EOY)
$62,179,348
Net assets (BOY)
$52,513,539

Income & contributions

Employer contributions
$654,610
Participant contributions
$2,597,895
Total contributions
$3,290,560
Total income / additions
$14,672,318

Expenses & distributions

Benefits paid
$5,015,502
Administrative expenses
$5,051
Total expenses
$5,020,553
Net increase / (decrease)
$9,651,765
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 20%Participant 80%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$5,051$02023

Related Form 5500 pages