Bi-Mart Corporation Defined Contribution Retirement Plan — Form 5500 plan (Bi-Mart 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, Bi-Mart Corporation Defined Contribution Retirement Plan is a benefit plan reported by Bi-Mart Corporation under EIN 95-4159373 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,435 participants and $104,503,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bi-Mart Corporation
- EIN
- 95-4159373
- Plan number
- 002
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 3,435
- End-of-year plan assets
- $104,503,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,435 | H, C | 20240731133026NAL0036634160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,503,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,503,980
- Net assets (BOY)
- $100,353,668
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $4,839,965
- Total contributions
- $5,774,173
- Total income / additions
- $18,013,559
Expenses & distributions
- Benefits paid
- $15,029,434
- Administrative expenses
- $132,305
- Total expenses
- $15,209,640
- Net increase / (decrease)
- $2,803,919
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $105,691 | $0 | 2023 |
| Northwest Capital Management, Inc | INVESTMENT ADVISOR | $15,109 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,505 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bi-Mart Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Eugene, OR
- Empower Annuity Insurance Company — Schedule C compensation
- Northwest Capital Management, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation