2023 Form 5500 filing — Bailey'S Moving & Storage 401(K) And Profit Sharing 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 20241010161022NAL0040802034001) for Bailey'S Moving & Storage 401(K) And Profit Sharing Plan, reported by Bailey'S Holding Company, Inc. under EIN 87-0221607 and plan number 002. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010161022NAL0040802034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bailey'S Holding Company, Inc.
- EIN
- 87-0221607
- Plan number
- 002
- Location
- North Salt Lake, UT
- Participants
- 436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,633,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,633,419
- Employer contributions
- $161,305
- Participant contributions
- $736,365
- Total income / additions
- $2,158,707
- Benefits paid
- $433,561
- Administrative expenses
- $31,686
- Total expenses
- $477,677
- Net increase / (decrease)
- $1,681,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $19,345 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $13,995 | $0 |
| National Benefit Services, LLC | CONTRACT ADMIN | $2,900 | not reported in the loaded dataset |