Bull Moose Heavy Haul, Inc. 401(K) Plan — Form 5500 plan (Bull Moose Heavy Haul, 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, Bull Moose Heavy Haul, Inc. 401(K) Plan is a benefit plan reported by Bull Moose Heavy Haul, Inc. under EIN 81-1086616 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $8,236,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bull Moose Heavy Haul, Inc.
- EIN
- 81-1086616
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, IA
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $8,236,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241015053858NAL0014143891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,236,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,236,496
- Net assets (BOY)
- $6,290,443
Income & contributions
- Employer contributions
- $604,770
- Participant contributions
- $791,464
- Total contributions
- $1,396,234
- Total income / additions
- $2,453,423
Expenses & distributions
- Benefits paid
- $389,431
- Administrative expenses
- $50,304
- Total expenses
- $507,370
- Net increase / (decrease)
- $1,946,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $28,169 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $18,581 | not reported in the loaded dataset | 2023 |
| Eisner Advisory Group LLC | RECORDKEEPER | $4,165 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bull Moose Heavy Haul, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Manchester, IA
- Transamerica Retirement Solutions, — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Eisner Advisory Group LLC — Schedule C compensation