Bacon, Farmer, Workman Engineering And Testing, Inc. 401(K) Retirement Plan — Form 5500 plan (Bacon Farmer Workman Retirement Plan)
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, Bacon, Farmer, Workman Engineering And Testing, Inc. 401(K) Retirement Plan is a benefit plan reported by Bacon Farmer Workman Retirement Plan under EIN 61-1310314 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $17,773,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bacon Farmer Workman Retirement Plan
- EIN
- 61-1310314
- Plan number
- 002
- Plan type
- 2
- Location
- Paducah, KY
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $17,773,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241011095213NAL0012341395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,773,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,773,029
- Net assets (BOY)
- $14,075,226
Income & contributions
- Employer contributions
- $497,981
- Participant contributions
- $1,486,900
- Total contributions
- $2,164,682
- Total income / additions
- $4,700,344
Expenses & distributions
- Benefits paid
- $1,023,198
- Administrative expenses
- $15,318
- Total expenses
- $1,002,541
- Net increase / (decrease)
- $3,697,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $0 | $56,678 | 2023 |
| Williams Williams Lentz Llp | ACCOUNTANT/AUDITOR | $9,900 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,418 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bacon Farmer Workman Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Paducah, KY
- Ubs Financial Services Inc — Schedule C compensation
- Williams Williams Lentz Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation