Plan5500

Bauer Built Employee 401(K) Benefit Plan — Form 5500 plan (Bauer Built, Inc.)

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 Built Employee 401(K) Benefit Plan is a benefit plan reported by Bauer Built, Inc. under EIN 39-0906216 and plan number 003. The latest loaded filing year is 2023. The filing reports 741 participants and $75,769,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bauer Built, Inc.
EIN
39-0906216
Plan number
003
Plan type
2
Location
Durand, WI
Latest filing year
2023
Participants
741
End-of-year plan assets
$75,769,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023741H, C20240730150235NAL0020995121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,769,471
Total liabilities (EOY)
$0
Net assets (EOY)
$75,769,471
Net assets (BOY)
$64,323,683

Income & contributions

Employer contributions
$2,480,384
Participant contributions
$3,582,569
Total contributions
$6,299,035
Total income / additions
$17,043,161

Expenses & distributions

Benefits paid
$5,420,791
Administrative expenses
$176,582
Total expenses
$5,597,373
Net increase / (decrease)
$11,445,788

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orgel Wealth ManagementNONE$108,583not reported in the loaded dataset2023
MillimanNONE$67,999not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$18,5682023

Related Form 5500 pages