2023 Form 5500 filing — Bachman'S 401(K) Retirement Savings 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 20241007164703NAL0009059475001) for Bachman'S 401(K) Retirement Savings Plan, reported by Bachman'S Inc. under EIN 41-1708088 and plan number 004. It reports 948 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$39.1MReported net assets$39,067,827
Participants948
Provider compensation$58.9K3 Schedule C row(s)$58,873
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007164703NAL0009059475001
- Plan sponsor
- Bachman'S Inc.
- EIN
- 41-1708088
- Plan number
- 004
- Location
- Minneapolis, MN
- 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)$39.1M total assets
Net assets$39.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,067,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,067,827
- Employer contributions
- $231,976
- Participant contributions
- $1,128,953
- Total income / additions
- $5,990,992
- Benefits paid
- $4,345,513
- Administrative expenses
- $58,873
- Total expenses
- $4,420,168
- Net increase / (decrease)
- $1,570,824
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Swbc Investment Advisory Serv LLC D | INVESTMENT ADVISOR | $40,159 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,701 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13 | not reported in the loaded dataset |