2023 Form 5500 filing — Bendon Inc 401(K) Profit Sharing Plan & 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 20241003101101NAL0004772515001) for Bendon Inc 401(K) Profit Sharing Plan & Trust, reported by Bendon Inc under EIN 86-1090527 and plan number 002. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003101101NAL0004772515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bendon Inc
- EIN
- 86-1090527
- Plan number
- 002
- Location
- Ashland, OH
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,999,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,999,773
- Employer contributions
- $128,508
- Participant contributions
- $414,947
- Total income / additions
- $1,230,433
- Benefits paid
- $213,866
- Administrative expenses
- $23,320
- Total expenses
- $237,186
- Net increase / (decrease)
- $993,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill, Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $15,023 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $7,599 | not reported in the loaded dataset |