Bna Employee Stock Ownership 401(K) Plan — Form 5500 plan (Bna Holdings, 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, Bna Employee Stock Ownership 401(K) Plan is a benefit plan reported by Bna Holdings, Inc. under EIN 92-1930625 and plan number 002. The latest loaded filing year is 2023. The filing reports 67 participants and $10,569,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bna Holdings, Inc.
- EIN
- 92-1930625
- Plan number
- 002
- Plan type
- 2
- Location
- West Valley City, UT
- Latest filing year
- 2023
- Participants
- 67
- End-of-year plan assets
- $10,569,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 67 | I | 20241015111843NAL0028178225001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,569,128
- Total liabilities (EOY)
- $467
- Net assets (EOY)
- $10,568,661
- Net assets (BOY)
- $4,421,846
Income & contributions
- Employer contributions
- $141,963
- Participant contributions
- $381,193
- Total income / additions
- $6,282,216
Expenses & distributions
- Benefits paid
- $98,772
- Administrative expenses
- $36,604
- Total expenses
- $135,401
- Net increase / (decrease)
- $6,146,815
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.