2023 Form 5500 filing — Bayer Built Woodworks, Inc. Retirement 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 20240502141801NAL0009725555001) for Bayer Built Woodworks, Inc. Retirement Plan, reported by Bayer Built Woodworks, Inc. under EIN 41-1628339 and plan number 001. It reports 533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240502141801NAL0009725555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bayer Built Woodworks, Inc.
- EIN
- 41-1628339
- Plan number
- 001
- Location
- Belgrade, MN
- Participants
- 533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,635,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,635,706
- Employer contributions
- $285,973
- Participant contributions
- $2,957,229
- Total income / additions
- $8,410,245
- Benefits paid
- $1,668,520
- Administrative expenses
- $13,543
- Total expenses
- $1,682,063
- Net increase / (decrease)
- $6,728,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securites LLC | INVESTMENT ADVISORY | $0 | $56,413 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,543 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |