Bailey'S Moving & Storage 401(K) And Profit Sharing Plan — Form 5500 plan (Bailey'S Holding Company, 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, Bailey'S Moving & Storage 401(K) And Profit Sharing Plan is a benefit plan reported by Bailey'S Holding Company, Inc. under EIN 87-0221607 and plan number 002. The latest loaded filing year is 2023. The filing reports 436 participants and $7,633,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bailey'S Holding Company, Inc.
- EIN
- 87-0221607
- Plan number
- 002
- Plan type
- 2
- Location
- North Salt Lake, UT
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $7,633,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H, C | 20241010161022NAL0040802034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,633,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,633,419
- Net assets (BOY)
- $5,952,389
Income & contributions
- Employer contributions
- $161,305
- Participant contributions
- $736,365
- Total contributions
- $1,008,133
- Total income / additions
- $2,158,707
Expenses & distributions
- Benefits paid
- $433,561
- Administrative expenses
- $31,686
- Total expenses
- $477,677
- Net increase / (decrease)
- $1,681,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $19,345 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,995 | $0 | 2023 |
| National Benefit Services, LLC | CONTRACT ADMIN | $2,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bailey'S Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in North Salt Lake, UT
- Global Retirement Partners — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation