Bayer Built Woodworks, Inc. Retirement Plan — Form 5500 plan (Bayer Built Woodworks, Inc.)
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, Bayer Built Woodworks, Inc. Retirement Plan is a benefit plan reported by Bayer Built Woodworks, Inc. under EIN 41-1628339 and plan number 001. The latest loaded filing year is 2023. The filing reports 533 participants and $38,635,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bayer Built Woodworks, Inc.
- EIN
- 41-1628339
- Plan number
- 001
- Plan type
- 2
- Location
- Belgrade, MN
- Latest filing year
- 2023
- Participants
- 533
- End-of-year plan assets
- $38,635,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 533 | H, C | 20240502141801NAL0009725555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,635,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,635,706
- Net assets (BOY)
- $31,907,524
Income & contributions
- Employer contributions
- $285,973
- Participant contributions
- $2,957,229
- Total contributions
- $3,259,104
- Total income / additions
- $8,410,245
Expenses & distributions
- Benefits paid
- $1,668,520
- Administrative expenses
- $13,543
- Total expenses
- $1,682,063
- Net increase / (decrease)
- $6,728,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $56,413 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,543 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bayer Built Woodworks, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Belgrade, MN
- Mma Securites LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation