Badgett Corporation Employee Stock Ownership Plan — Form 5500 plan (Badgett Corporation)

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, Badgett Corporation Employee Stock Ownership Plan is a benefit plan reported by Badgett Corporation under EIN 73-1394744 and plan number 002. The latest loaded filing year is 2023. The filing reports 71 participants and $2,159,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Badgett Corporation
EIN
73-1394744
Plan number
002
Plan type
2
Location
Chickasha, OK
Latest filing year
2023
Participants
71
End-of-year plan assets
$2,159,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202371I20240911160647NAL0012320688001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,159,379
Total liabilities (EOY)
$4,037,029
Net assets (EOY)
-$1,877,650
Net assets (BOY)
-$2,839,250

Income & contributions

Employer contributions
$307,146
Participant contributions
$0
Total income / additions
$1,114,071

Expenses & distributions

Benefits paid
$27,982
Administrative expenses
$0
Total expenses
$152,471
Net increase / (decrease)
$961,600

Service provider compensation (Schedule C)

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

Related Form 5500 pages