Plan5500

Bauer Underground, Inc. Safe Harbor 401(K) Plan — Form 5500 plan (Bauer Underground, 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, Bauer Underground, Inc. Safe Harbor 401(K) Plan is a benefit plan reported by Bauer Underground, Inc. under EIN 77-0591642 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $5,786,666 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bauer Underground, Inc.
EIN
77-0591642
Plan number
001
Plan type
2
Location
Norfolk, NE
Latest filing year
2023
Participants
154
End-of-year plan assets
$5,786,666

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240809090058NAL0006175777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,786,666
Total liabilities (EOY)
$0
Net assets (EOY)
$5,786,666
Net assets (BOY)
$4,116,679

Income & contributions

Employer contributions
$435,128
Participant contributions
$709,560
Total contributions
$1,533,064
Total income / additions
$2,316,508

Expenses & distributions

Benefits paid
$598,443
Administrative expenses
$48,078
Total expenses
$646,521
Net increase / (decrease)
$1,669,987

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,916not reported in the loaded dataset2023
Usi Advisors IncADVISOR$23,661not reported in the loaded dataset2023

Related Form 5500 pages