Bulk Handling Systems 401(K) Profit Sharing Plan — Form 5500 plan (Emerging Acquisitions 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, Bulk Handling Systems 401(K) Profit Sharing Plan is a benefit plan reported by Emerging Acquisitions LLC under EIN 37-1415176 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $13,895,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emerging Acquisitions LLC
- EIN
- 37-1415176
- Plan number
- 001
- Plan type
- 3
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $13,895,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241015153516NAL0030190577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,895,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,895,887
- Net assets (BOY)
- $12,800,261
Income & contributions
- Employer contributions
- $208,900
- Participant contributions
- $942,289
- Total contributions
- $1,220,699
- Total income / additions
- $3,155,806
Expenses & distributions
- Benefits paid
- $2,004,454
- Administrative expenses
- $55,726
- Total expenses
- $2,060,180
- Net increase / (decrease)
- $1,095,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,566 | $0 | 2023 |
| The Partners Group | INVESTMENT ADVISORY | $25,220 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest, LLC | TPA | $0 | $2,552 | 2023 |