Bixby Electric, Inc. Retirement Savings Plan — Form 5500 plan (Bixby Electric, 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, Bixby Electric, Inc. Retirement Savings Plan is a benefit plan reported by Bixby Electric, Inc. under EIN 85-0362683 and plan number 002. The latest loaded filing year is 2023. The filing reports 300 participants and $5,390,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bixby Electric, Inc.
- EIN
- 85-0362683
- Plan number
- 002
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $5,390,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20241014072503NAL0043767648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,390,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,390,744
- Net assets (BOY)
- $4,445,717
Income & contributions
- Employer contributions
- $785,630
- Participant contributions
- $211,604
- Total contributions
- $997,611
- Total income / additions
- $1,777,912
Expenses & distributions
- Benefits paid
- $797,618
- Administrative expenses
- $35,267
- Total expenses
- $832,885
- Net increase / (decrease)
- $945,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services | RECORDKEEPER | $15,041 | not reported in the loaded dataset | 2023 |
| Principal Funds | NONE | $0 | $0 | 2023 |
| T Rowe Price Rps, Inc | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds Trust | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bixby Electric, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- July Business Services — Schedule C compensation
- Principal Funds — Schedule C compensation
- T Rowe Price Rps, Inc — Schedule C compensation
- Wells Fargo Funds Trust — Schedule C compensation