Baney Corporation Profit Sharing Plan — Form 5500 plan (Baney 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, Baney Corporation Profit Sharing Plan is a benefit plan reported by Baney Corporation under EIN 93-0997747 and plan number 001. The latest loaded filing year is 2023. The filing reports 710 participants and $16,248,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baney Corporation
- EIN
- 93-0997747
- Plan number
- 001
- Plan type
- 2
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 710
- End-of-year plan assets
- $16,248,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 710 | H, C | 20240911085706NAL0011573920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,248,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,248,484
- Net assets (BOY)
- $12,715,177
Income & contributions
- Employer contributions
- $1,036,098
- Participant contributions
- $1,117,170
- Total contributions
- $2,153,854
- Total income / additions
- $4,535,267
Expenses & distributions
- Benefits paid
- $923,592
- Administrative expenses
- $78,368
- Total expenses
- $1,001,960
- Net increase / (decrease)
- $3,533,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $74,751 | $0 | 2023 |