Biesse America, Inc. 401k Profit Sharing Plan — Form 5500 plan (Biesse America, 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, Biesse America, Inc. 401k Profit Sharing Plan is a benefit plan reported by Biesse America, Inc. under EIN 58-1835877 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $14,710,200 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Biesse America, Inc.
EIN
58-1835877
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
199
End-of-year plan assets
$14,710,200

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20240906093527NAL0000919905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,710,200
Total liabilities (EOY)
$0
Net assets (EOY)
$14,710,200
Net assets (BOY)
$11,701,853

Income & contributions

Employer contributions
$343,469
Participant contributions
$1,079,067
Total contributions
$1,461,851
Total income / additions
$3,603,098

Expenses & distributions

Benefits paid
$528,149
Administrative expenses
$66,602
Total expenses
$594,751
Net increase / (decrease)
$3,008,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$66,601$02023
Sageview Advisory Consulting GroupINVESTMENT ADVISORY$0$37,1652023

Related Form 5500 pages