Bidart Bros. 401(K) Profit Sharing Plan — Form 5500 plan (Bidart Bros.)
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, Bidart Bros. 401(K) Profit Sharing Plan is a benefit plan reported by Bidart Bros. under EIN 95-1657546 and plan number 002. The latest loaded filing year is 2023. The filing reports 427 participants and $8,036,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bidart Bros.
- EIN
- 95-1657546
- Plan number
- 002
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $8,036,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20240904105717NAL0011095939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,036,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,036,223
- Net assets (BOY)
- $7,280,564
Income & contributions
- Employer contributions
- $220,698
- Participant contributions
- $427,018
- Total contributions
- $647,716
- Total income / additions
- $1,386,519
Expenses & distributions
- Benefits paid
- $587,874
- Administrative expenses
- $42,986
- Total expenses
- $630,860
- Net increase / (decrease)
- $755,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carlson Quinn | TPA | $5,151 | $3,891 | 2023 |
| Morgan Stanley Smith Barney | BROKER DEALER | $0 | $8,684 | 2023 |
| Morningstar Investment Mgmt | INVESTMENT ADVISOR | $383 | not reported in the loaded dataset | 2023 |