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, Banner 401(K) Plan is a benefit plan reported by Banner Of N.O., L.L.C. under EIN 72-1085432 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $12,777,213 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,777,213
- Total liabilities (EOY)
- $19,672
- Net assets (EOY)
- $12,757,541
- Net assets (BOY)
- $10,801,645
Income & contributions
- Employer contributions
- $156,854
- Participant contributions
- $1,074,023
- Total contributions
- $1,244,755
- Total income / additions
- $2,899,038
Expenses & distributions
- Benefits paid
- $876,774
- Administrative expenses
- $66,368
- Total expenses
- $943,142
- Net increase / (decrease)
- $1,955,896