Plan5500

Pension Plan Basic American Foods — Form 5500 plan (Basic American, 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, Pension Plan Basic American Foods is a benefit plan reported by Basic American, Inc. under EIN 94-1318402 and plan number 003. The latest loaded filing year is 2023. The filing reports 605 participants and $19,329,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Basic American, Inc.
EIN
94-1318402
Plan number
003
Plan type
2
Location
Walnut Creek, CA
Latest filing year
2023
Participants
605
End-of-year plan assets
$19,329,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023605H, C20241009181833NAL0009458419003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,329,967
Total liabilities (EOY)
$63,898
Net assets (EOY)
$19,266,069
Net assets (BOY)
$18,814,638

Income & contributions

Total income / additions
$2,460,129

Expenses & distributions

Benefits paid
$1,429,009
Administrative expenses
$579,689
Total expenses
$2,008,698
Net increase / (decrease)
$451,431

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$132,806not reported in the loaded dataset2023
Morgan Stanley Smith Barney HoldingNONE$70,000not reported in the loaded dataset2023
Basic American IncNONE$48,758not reported in the loaded dataset2023
CbizNONE$22,345not reported in the loaded dataset2023
First State Trust CompanyNONE$9,439not reported in the loaded dataset2023

Related Form 5500 pages