2023 Form 5500 filing — Bane-Welker Employee Stock Ownership 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 20240916151809NAL0000713139001) for Bane-Welker Employee Stock Ownership Plan, reported by Bane-Welker, Inc. under EIN 35-1182790 and plan number 001. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$28.4MReported net assets$28,424,169
Participants495
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240916151809NAL0000713139001
- Plan sponsor
- Bane-Welker, Inc.
- EIN
- 35-1182790
- Plan number
- 001
- Location
- Ladoga, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$29.2M total assets
Net assets$28.4MLiabilities$815.2K
Full reported line items
- Total assets (EOY)
- $29,239,350
- Total liabilities (EOY)
- $815,181
- Net assets (EOY)
- $28,424,169
- Employer contributions
- $169,813
- Participant contributions
- $0
- Total income / additions
- -$7,967,922
- Benefits paid
- $123,445
- Administrative expenses
- $0
- Total expenses
- $145,787
- Net increase / (decrease)
- -$8,113,709