Bigelow Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bigelow Management, 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, Bigelow Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bigelow Management, Inc. under EIN 88-0204212 and plan number 001. The latest loaded filing year is 2023. The filing reports 512 participants and $10,310,223 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bigelow Management, Inc.
EIN
88-0204212
Plan number
001
Plan type
2
Location
Las Vegas, NV
Latest filing year
2023
Participants
512
End-of-year plan assets
$10,310,223

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023512H, C20241014171516NAL0026809601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,310,223
Total liabilities (EOY)
$0
Net assets (EOY)
$10,310,223
Net assets (BOY)
$9,243,202

Income & contributions

Employer contributions
$447,030
Participant contributions
$914,439
Total contributions
$1,660,488
Total income / additions
$3,133,455

Expenses & distributions

Benefits paid
$1,986,269
Administrative expenses
$47,440
Total expenses
$2,066,434
Net increase / (decrease)
$1,067,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$36,947$02023
Peery & AssociatesCONTRACT ADMINISTRATION$10,368$852023
S B H U Life Agency IncOTHER SERVICES$0$8542023
Boris RubanovichCONTRACT ADMINISTRATION$125not reported in the loaded dataset2023

Related Form 5500 pages