Bacon Universal Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bacon Universal Co., 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, Bacon Universal Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bacon Universal Co., Inc. under EIN 99-0066852 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $3,298,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bacon Universal Co., Inc.
- EIN
- 99-0066852
- Plan number
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $3,298,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20250414161818NAL0003435600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,298,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,298,594
- Net assets (BOY)
- $3,107,083
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $132,675
- Total contributions
- $132,675
- Total income / additions
- $461,880
Expenses & distributions
- Benefits paid
- $255,168
- Administrative expenses
- $15,201
- Total expenses
- $270,369
- Net increase / (decrease)
- $191,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates Inc | BROKER/ADVISE R | $0 | $13,374 | 2023 |
| Hicks Pension Group | CONTRACT ADMIN | $9,373 | $0 | 2023 |
| Qualifed Services Inc | CONTRACT ADMIN | $0 | $1,485 | 2023 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $692 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bacon Universal Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Royal Alliance Associates Inc — Schedule C compensation
- Hicks Pension Group — Schedule C compensation
- Qualifed Services Inc — Schedule C compensation
- John Hancock Life Insurance Co Usa — Schedule C compensation