2023 Form 5500 filing — Bauer Equipment America Inc 401(K) 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 20241007135012NAL0027618144001) for Bauer Equipment America Inc 401(K) Plan, reported by Bauer Equipment America Inc under EIN 74-1552009 and plan number 002. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007135012NAL0027618144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bauer Equipment America Inc
- EIN
- 74-1552009
- Plan number
- 002
- Location
- Conroe, TX
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,238,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,238,474
- Employer contributions
- $366,665
- Participant contributions
- $850,010
- Total income / additions
- $2,539,013
- Benefits paid
- $733,345
- Administrative expenses
- $40,459
- Total expenses
- $785,623
- Net increase / (decrease)
- $1,753,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $20,784 | $0 |
| Disciplined Investors LLC | NONE | $19,675 | not reported in the loaded dataset |