Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan — Form 5500 plan (Bierschbach Equipment & Supply Co., 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, Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan is a benefit plan reported by Bierschbach Equipment & Supply Co., Inc. under EIN 46-0354180 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $44,406,334 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bierschbach Equipment & Supply Co., Inc.
EIN
46-0354180
Plan number
001
Plan type
2
Location
Sioux Falls, SD
Latest filing year
2023
Participants
123
End-of-year plan assets
$44,406,334

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20240923104005NAL0004105123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,406,334
Total liabilities (EOY)
$0
Net assets (EOY)
$44,406,334
Net assets (BOY)
$40,779,726

Income & contributions

Employer contributions
$1,500,000
Total contributions
$1,500,000
Total income / additions
$5,621,968

Expenses & distributions

Benefits paid
$1,872,716
Administrative expenses
$118,118
Total expenses
$1,995,360
Net increase / (decrease)
$3,626,608

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
FnbINVESTMENT MANAGEMENT$73,934not reported in the loaded dataset2023
Eide Billy LlpACCOUNTANT$20,709not reported in the loaded dataset2023
PrincipalPLAN ADMINISTRATOR$12,774not reported in the loaded dataset2023
Esi EquityVALUATION SERVICES$10,700not reported in the loaded dataset2023

Related Form 5500 pages