Bauer Equity Partners 401(K) Plan — Form 5500 plan (Bauer Equity Partners)
Plain-English plan 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, Bauer Equity Partners 401(K) Plan is a benefit plan reported by Bauer Equity Partners under EIN 26-4809716 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $2,869,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bauer Equity Partners
- EIN
- 26-4809716
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Louis, MO
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $2,869,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241014100304NAL0044082656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,869,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,869,458
- Net assets (BOY)
- $1,785,283
Income & contributions
- Employer contributions
- $372,766
- Participant contributions
- $542,664
- Total contributions
- $915,430
- Total income / additions
- $1,340,644
Expenses & distributions
- Benefits paid
- $242,657
- Administrative expenses
- $13,812
- Total expenses
- $256,469
- Net increase / (decrease)
- $1,084,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $13,812 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Janus Funds | NONE | $0 | $0 | 2023 |
| All Spring Global | NONE | $0 | $0 | 2023 |
| Prudential Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bauer Equity Partners
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Louis, MO
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- American Funds — Schedule C compensation
- Janus Funds — Schedule C compensation
- All Spring Global — Schedule C compensation
- Prudential Funds — Schedule C compensation