2023 Form 5500 filing — Bna Employee Stock Ownership 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 20241015111843NAL0028178225001) for Bna Employee Stock Ownership 401(K) Plan, reported by Bna Holdings, Inc. under EIN 92-1930625 and plan number 002. It reports 67 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015111843NAL0028178225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bna Holdings, Inc.
- EIN
- 92-1930625
- Plan number
- 002
- Location
- West Valley City, UT
- Participants
- 67
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,569,128
- Total liabilities (EOY)
- $467
- Net assets (EOY)
- $10,568,661
- Employer contributions
- $141,963
- Participant contributions
- $381,193
- Total income / additions
- $6,282,216
- Benefits paid
- $98,772
- Administrative expenses
- $36,604
- Total expenses
- $135,401
- Net increase / (decrease)
- $6,146,815
- Schedule source
- Schedule I