2023 Form 5500 filing — Bull Moose Heavy Haul, 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 20241015053858NAL0014143891001) for Bull Moose Heavy Haul, Inc. 401(K) Plan, reported by Bull Moose Heavy Haul, Inc. under EIN 81-1086616 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015053858NAL0014143891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bull Moose Heavy Haul, Inc.
- EIN
- 81-1086616
- Plan number
- 001
- Location
- Manchester, IA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,236,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,236,496
- Employer contributions
- $604,770
- Participant contributions
- $791,464
- Total income / additions
- $2,453,423
- Benefits paid
- $389,431
- Administrative expenses
- $50,304
- Total expenses
- $507,370
- Net increase / (decrease)
- $1,946,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $28,169 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $18,581 | not reported in the loaded dataset |
| Eisner Advisory Group LLC | RECORDKEEPER | $4,165 | $0 |