2023 Form 5500 filing — Basco Manufacturing Company 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240430115234NAL0015935968001) for Basco Manufacturing Company 401(K) Profit Sharing Plan, reported by Basco Manufacturing Company under EIN 31-1267032 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240430115234NAL0015935968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Basco Manufacturing Company
- EIN
- 31-1267032
- Plan number
- 001
- Location
- Mason, OH
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $375,757
- Participant contributions
- $611,467
- Total income / additions
- $2,337,515
- Benefits paid
- $2,473,339
- Administrative expenses
- $43,612
- Total expenses
- $2,516,951
- Net increase / (decrease)
- -$179,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $25,667 | $0 |
| 9258 Wealth Management LLC | INVESTMENT- ADVISORY-P1 | $16,623 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - P1 | $1,323 | not reported in the loaded dataset |