2023 Form 5500 filing — Beta Technologies 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710124618NAL0014894225004) for Beta Technologies 401(K) Plan, reported by Beta Technologies under EIN 83-1276474 and plan number 001. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710124618NAL0014894225004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beta Technologies
- EIN
- 83-1276474
- Plan number
- 001
- Location
- South Burlington, VT
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,722,046
- Net assets (EOY)
- $11,722,046
- Employer contributions
- $0
- Participant contributions
- $3,168,689
- Total income / additions
- $6,306,555
- Benefits paid
- $358,896
- Administrative expenses
- $43,442
- Total expenses
- $402,338
- Net increase / (decrease)
- $5,904,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $43,442 | $0 |