2023 Form 5500 filing — Bacon Universal Co., Inc. 401(K) 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 20250414161818NAL0003435600001) for Bacon Universal Co., Inc. 401(K) Profit Sharing Plan, reported by Bacon Universal Co., Inc. under EIN 99-0066852 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414161818NAL0003435600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bacon Universal Co., Inc.
- EIN
- 99-0066852
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,298,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,298,594
- Employer contributions
- $0
- Participant contributions
- $132,675
- Total income / additions
- $461,880
- Benefits paid
- $255,168
- Administrative expenses
- $15,201
- Total expenses
- $270,369
- Net increase / (decrease)
- $191,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates Inc | BROKER/ADVISE R | $0 | $13,374 |
| Hicks Pension Group | CONTRACT ADMIN | $9,373 | $0 |
| Qualifed Services Inc | CONTRACT ADMIN | $0 | $1,485 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $692 | $0 |