Who sponsors the Bob Ward & Sons, Inc. 401(K) Retirement Plan?

Bob Ward & Sons, Inc. 401(K) Retirement Plan is reported as sponsored by Bob Ward & Sons, Inc. (EIN 81-0227028, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Bob Ward & Sons, Inc. 401(K) Retirement Plan?

The latest Form 5500 filing year loaded for Bob Ward & Sons, Inc. 401(K) Retirement Plan is 2023.

How many participants does Bob Ward & Sons, Inc. 401(K) Retirement Plan report?

Bob Ward & Sons, Inc. 401(K) Retirement Plan reports 158 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Bob Ward & Sons, Inc. 401(K) Retirement Plan?

Bob Ward & Sons, Inc. 401(K) Retirement Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.

Bob Ward & Sons, Inc. 401(K) Retirement Plan — Form 5500 plan (Bob Ward & Sons, 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, Bob Ward & Sons, Inc. 401(K) Retirement Plan is a benefit plan reported by Bob Ward & Sons, Inc. under EIN 81-0227028 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year

Participants158Covered participants reported

Assets / participant$0Computed: assets ÷ participants$0 (computed)

Provider compensation$19.9K4 Schedule C provider row(s)$19,935

Plan sponsor: Bob Ward & Sons, Inc.
EIN: 81-0227028
Plan number: 001
Plan type: 2
Location: Missoula, MT
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
158 participants · 2Sch HSch C
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out

Total income / additions$495.8K

Total expenses$3.5M

Benefits paid / distributions$3.5M

Contributions

Employer$28.8K

Participant$63K

Full reported line items

Net assets

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Net assets (BOY): $5,149,660

Income & contributions

Employer contributions: $28,807
Participant contributions: $62,989
Total contributions: $91,796
Total income / additions: $495,842

Expenses & distributions

Benefits paid: $3,468,486
Administrative expenses: $14,754
Total expenses: $3,483,240
Net increase / (decrease): -$2,987,398

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

31%69%

Employer 31%Participant 69%

Benefits paid ÷ total income700%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Empower Annuity Insurance Company$13.5K
RECORDKEEPER · Direct $13.5K · Indirect $0
2
S.G. Long & Co.$4.3K
BROKER/ADVISOR · Direct $0 · Indirect $4.3K
3
Randall & Hurley, Inc.$1.3K
CONTRACT ADMIN · Direct $1.3K
4
Crown Capital Securities Lp$904
BROKER/ ADVISOR · Direct $0 · Indirect $904

What to inspect next

Frequently asked questions

Who sponsors the Bob Ward & Sons, Inc. 401(K) Retirement Plan?: Bob Ward & Sons, Inc. 401(K) Retirement Plan is reported as sponsored by Bob Ward & Sons, Inc. (EIN 81-0227028, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bob Ward & Sons, Inc. 401(K) Retirement Plan?: The latest Form 5500 filing year loaded for Bob Ward & Sons, Inc. 401(K) Retirement Plan is 2023.
How many participants does Bob Ward & Sons, Inc. 401(K) Retirement Plan report?: Bob Ward & Sons, Inc. 401(K) Retirement Plan reports 158 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bob Ward & Sons, Inc. 401(K) Retirement Plan?: Bob Ward & Sons, Inc. 401(K) Retirement Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.