Plan5500

Bachman'S 401(K) Retirement Savings Plan — Form 5500 plan (Bachman'S 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, Bachman'S 401(K) Retirement Savings Plan is a benefit plan reported by Bachman'S Inc. under EIN 41-1708088 and plan number 004. The latest loaded filing year is 2023. The filing reports 948 participants and $39,067,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bachman'S Inc.
EIN
41-1708088
Plan number
004
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
948
End-of-year plan assets
$39,067,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023948H, C20241007164703NAL0009059475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,067,827
Total liabilities (EOY)
$0
Net assets (EOY)
$39,067,827
Net assets (BOY)
$37,470,183

Income & contributions

Employer contributions
$231,976
Participant contributions
$1,128,953
Total contributions
$1,471,926
Total income / additions
$5,990,992

Expenses & distributions

Benefits paid
$4,345,513
Administrative expenses
$58,873
Total expenses
$4,420,168
Net increase / (decrease)
$1,570,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Swbc Investment Advisory Serv LLC DINVESTMENT ADVISOR$40,159not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$18,701$02023
Empower Advisory Group, LLCINVESTMENT MGMT$13not reported in the loaded dataset2023

Related Form 5500 pages