Plan5500

Bunn-O-Matic Corporation 401(K) Savings Plan And Trust — Form 5500 plan (Bunn-O-Matic 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, Bunn-O-Matic Corporation 401(K) Savings Plan And Trust is a benefit plan reported by Bunn-O-Matic Corporation under EIN 37-0840805 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,167 participants and $149,380,973 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bunn-O-Matic Corporation
EIN
37-0840805
Plan number
002
Plan type
2
Location
Springfield, IL
Latest filing year
2023
Participants
2,167
End-of-year plan assets
$149,380,973

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,167H, C20241001121414NAL0003246051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$149,380,973
Total liabilities (EOY)
$0
Net assets (EOY)
$149,380,973
Net assets (BOY)
$135,449,788

Income & contributions

Employer contributions
$1,904,565
Participant contributions
$4,874,108
Total contributions
$7,271,896
Total income / additions
$28,713,045

Expenses & distributions

Benefits paid
$14,564,356
Administrative expenses
$217,504
Total expenses
$14,781,860
Net increase / (decrease)
$13,931,185

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
William Blair & Company LLCINVESTMENT ADVISOR$94,167not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$68,907$02023
Forvis Mazars, LlpAUDITOR$11,665not reported in the loaded dataset2023

Related Form 5500 pages