Big D Equipment Company Profit Sharing Plan — Form 5500 plan (Big D Equipment Company)
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, Big D Equipment Company Profit Sharing Plan is a benefit plan reported by Big D Equipment Company under EIN 75-1723515 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $14,819,525 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Big D Equipment Company
- EIN
- 75-1723515
- Plan number
- 001
- Plan type
- 2
- Location
- Midland, TX
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $14,819,525
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241014153258NAL0015217587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,819,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,819,525
- Net assets (BOY)
- $12,108,889
Income & contributions
- Employer contributions
- $494,707
- Participant contributions
- $664,100
- Total contributions
- $1,158,807
- Total income / additions
- $3,726,207
Expenses & distributions
- Benefits paid
- $952,850
- Administrative expenses
- $62,721
- Total expenses
- $1,015,571
- Net increase / (decrease)
- $2,710,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Ret Plan Services | N/A | $61,546 | $0 | 2023 |
| Ubs Financial Services Inc | N/A | $0 | $0 | 2023 |
| Pentec Pension Mgt Group Inc. | N/A | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big D Equipment Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Midland, TX
- Capital Group Ret Plan Services — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Pentec Pension Mgt Group Inc. — Schedule C compensation