How big is BANA LLC's plan?

BANA LLC's plan reported $13K in assets and 5 participants for 2023.

Original filing (PDF)20250120164728NAL0002332385001

BANA LLC

Name: BANA LLC — BANA LLC 401(k) Profit Sharing Plan &, Form 5500 (2023)
Creator: BANA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BANA LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · BANA LLC's BANA LLC 401(k) Profit Sharing Plan & Trust held $13K in plan assets for 5 participants in 2023.

Signals · 1

Late filing · 2.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Bethann Meyer signed BANA LLC's 2023 Form 5500 as plan administrator.

Bethann Meyer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BANA LLC's EIN is 82-2116855.

EIN 82-2116855

Plan number 001

Plan year 2023

ACK ID 20250120164728NAL0002332385001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BANA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BANA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANA LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BANA LLC

EIN

all filings

Address

1942 THORNWOOD DR SE · PALM BAY, FL · 329092323

Phone

(419) 296-3279

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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