2023 Form 5500 filing — Bunn-O-Matic Corporation 401(K) Savings Plan And Trust
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 20241001121414NAL0003246051001) for Bunn-O-Matic Corporation 401(K) Savings Plan And Trust, reported by Bunn-O-Matic Corporation under EIN 37-0840805 and plan number 002. It reports 2,167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001121414NAL0003246051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bunn-O-Matic Corporation
- EIN
- 37-0840805
- Plan number
- 002
- Location
- Springfield, IL
- Participants
- 2,167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,380,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,380,973
- Employer contributions
- $1,904,565
- Participant contributions
- $4,874,108
- Total income / additions
- $28,713,045
- Benefits paid
- $14,564,356
- Administrative expenses
- $217,504
- Total expenses
- $14,781,860
- Net increase / (decrease)
- $13,931,185
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Blair & Company LLC | INVESTMENT ADVISOR | $94,167 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $68,907 | $0 |
| Forvis Mazars, Llp | AUDITOR | $11,665 | not reported in the loaded dataset |