Beene Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Beene Holdings, Inc. (EIN 62-0520388) is a plan sponsor located in Athens, TN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-0520388
Location
Athens, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,739,398
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,739,398

Contributions & income

Employer contributions
$182,647
Participant contributions
$296,736
Total income / additions
$1,638,092

Expenses & distributions

Benefits paid / distributions
$877,758
Total expenses
$879,008
Net increase / (decrease)
$759,084

Coverage

Total reported participants
462
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Beene Holdings, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Beene Holdings, Inc. Retirement Plan004254$8,739,3982023
Beene Holdings, Inc. Welfare Benefit Plan501208not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Beene Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023Beene Holdings, Inc. Welfare Benefit Plan20820240731094825NAL0033660096001
2023Beene Holdings, Inc. Retirement Plan254H, C20250611084458NAL0015594497001

Related Form 5500 pages