Plan5500

Bacon Universal Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bacon Universal Co., 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, Bacon Universal Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bacon Universal Co., Inc. under EIN 99-0066852 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $3,298,594 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,298,594
Participants139Covered participants reported
Assets / participant$23.7KComputed: assets ÷ participants$23,731 (computed)
Provider compensation$24.9K4 Schedule C provider row(s)$24,924
Plan sponsor
Bacon Universal Co., Inc.
EIN
99-0066852
Plan number
002
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    139 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$461.9K
Total expenses$270.4K
Benefits paid / distributions$255.2K
Contributions
Employer$0
Participant$132.7K
Full reported line items

Net assets

Total assets (EOY)
$3,298,594
Total liabilities (EOY)
$0
Net assets (EOY)
$3,298,594
Net assets (BOY)
$3,107,083

Income & contributions

Employer contributions
$0
Participant contributions
$132,675
Total contributions
$132,675
Total income / additions
$461,880

Expenses & distributions

Benefits paid
$255,168
Administrative expenses
$15,201
Total expenses
$270,369
Net increase / (decrease)
$191,511
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Royal Alliance Associates Inc$13.4K
    BROKER/ADVISE R · Direct $0 · Indirect $13.4K
  2. 2
    Hicks Pension Group$9.4K
    CONTRACT ADMIN · Direct $9.4K · Indirect $0
  3. 3
    Qualifed Services Inc$1.5K
    CONTRACT ADMIN · Direct $0 · Indirect $1.5K
  4. 4
    John Hancock Life Insurance Co Usa$692
    RECORDKEEPER · Direct $692 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Bacon Universal Co., Inc. 401(K) Profit Sharing Plan?
Bacon Universal Co., Inc. 401(K) Profit Sharing Plan is reported as sponsored by Bacon Universal Co., Inc. (EIN 99-0066852, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bacon Universal Co., Inc. 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Bacon Universal Co., Inc. 401(K) Profit Sharing Plan is 2023.
How many participants does Bacon Universal Co., Inc. 401(K) Profit Sharing Plan report?
Bacon Universal Co., Inc. 401(K) Profit Sharing Plan reports 139 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bacon Universal Co., Inc. 401(K) Profit Sharing Plan?
Bacon Universal Co., Inc. 401(K) Profit Sharing Plan reports $3,298,594 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages