Bendon Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Bendon 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, Bendon Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Bendon Inc under EIN 86-1090527 and plan number 002. The latest loaded filing year is 2023. The filing reports 110 participants and $4,999,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bendon Inc
- EIN
- 86-1090527
- Plan number
- 002
- Plan type
- 2
- Location
- Ashland, OH
- Latest filing year
- 2023
- Participants
- 110
- End-of-year plan assets
- $4,999,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20241003101101NAL0004772515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,999,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,999,773
- Net assets (BOY)
- $4,006,526
Income & contributions
- Employer contributions
- $128,508
- Participant contributions
- $414,947
- Total contributions
- $558,852
- Total income / additions
- $1,230,433
Expenses & distributions
- Benefits paid
- $213,866
- Administrative expenses
- $23,320
- Total expenses
- $237,186
- Net increase / (decrease)
- $993,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill, Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $15,023 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $7,599 | not reported in the loaded dataset | 2023 |