Bauer Equipment America Inc 401(K) Plan — Form 5500 plan (Bauer Equipment 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, Bauer Equipment America Inc 401(K) Plan is a benefit plan reported by Bauer Equipment America Inc under EIN 74-1552009 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $9,238,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bauer Equipment America Inc
- EIN
- 74-1552009
- Plan number
- 002
- Plan type
- 2
- Location
- Conroe, TX
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $9,238,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241007135012NAL0027618144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,238,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,238,474
- Net assets (BOY)
- $7,485,084
Income & contributions
- Employer contributions
- $366,665
- Participant contributions
- $850,010
- Total contributions
- $1,223,785
- Total income / additions
- $2,539,013
Expenses & distributions
- Benefits paid
- $733,345
- Administrative expenses
- $40,459
- Total expenses
- $785,623
- Net increase / (decrease)
- $1,753,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $20,784 | $0 | 2023 |
| Disciplined Investors LLC | NONE | $19,675 | not reported in the loaded dataset | 2023 |