2023 Form 5500 filing — Bierschbach Equipment & Supply Co., Inc. 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 20240923104005NAL0004105123001) for Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan, reported by Bierschbach Equipment & Supply Co., Inc. under EIN 46-0354180 and plan number 001. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240923104005NAL0004105123001
Filing year
2023
Form type
2
Plan sponsor
Bierschbach Equipment & Supply Co., Inc.
EIN
46-0354180
Plan number
001
Location
Sioux Falls, SD
Participants
123
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$44,406,334
Total liabilities (EOY)
$0
Net assets (EOY)
$44,406,334
Employer contributions
$1,500,000
Total income / additions
$5,621,968
Benefits paid
$1,872,716
Administrative expenses
$118,118
Total expenses
$1,995,360
Net increase / (decrease)
$3,626,608
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
FnbINVESTMENT MANAGEMENT$73,934not reported in the loaded dataset
Eide Billy LlpACCOUNTANT$20,709not reported in the loaded dataset
PrincipalPLAN ADMINISTRATOR$12,774not reported in the loaded dataset
Esi EquityVALUATION SERVICES$10,700not reported in the loaded dataset

Related Form 5500 pages