Beams, LLC — 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, Beams, LLC (EIN 84-4172492) is a plan sponsor located in Cedar Rapids, IA with 1 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
84-4172492
Location
Cedar Rapids, IA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,959,638
Total reported liabilities (EOY)
$3,553
Total reported net assets (EOY)
$20,956,085

Contributions & income

Employer contributions
$854,365
Participant contributions
$1,623,009
Total income / additions
$5,418,984

Expenses & distributions

Benefits paid / distributions
$1,564,684
Total expenses
$1,653,883
Net increase / (decrease)
$3,765,101

Coverage

Total reported participants
493
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

Beams, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Beams, LLC 401(K) Plan001493$20,959,6382023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Beams, LLC
YearPlanParticipantsSchedulesFiling
2023Beams, LLC 401(K) Plan493H, C20241015181721NAL0029356417001

Related Form 5500 pages