Plan5500

Bull Moose Tube Company Savings And Investment Plan — Form 5500 plan (Bull Moose Tube Company)

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, Bull Moose Tube Company Savings And Investment Plan is a benefit plan reported by Bull Moose Tube Company under EIN 43-0786422 and plan number 062. The latest loaded filing year is 2023. The filing reports 71 participants and $4,514,826 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,514,826
Participants71Covered participants reported
Assets / participant$63.6KComputed: assets ÷ participants$63,589 (computed)
Provider compensationNone reported
Plan sponsor
Bull Moose Tube Company
EIN
43-0786422
Plan number
062
Plan type
2
Location
Chesterfield, MO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    71 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$828.3K
Benefits paid / distributions$821.5K
Contributions
Employer$150.4K
Participant$351.4K
Full reported line items

Net assets

Total assets (EOY)
$4,514,826
Total liabilities (EOY)
$0
Net assets (EOY)
$4,514,826
Net assets (BOY)
$4,245,967

Income & contributions

Employer contributions
$150,363
Participant contributions
$351,439
Total income / additions
$1,097,195

Expenses & distributions

Benefits paid
$821,540
Administrative expenses
$6,796
Total expenses
$828,336
Net increase / (decrease)
$268,859
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income75%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages