2023 Form 5500 filing — Behlen Mfg. Co. 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 20240731150439NAL0014453907001) for Behlen Mfg. Co. 401(K) Plan, reported by Behlen Mfg. Co. under EIN 47-0670369 and plan number 002. It reports 1,364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731150439NAL0014453907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Behlen Mfg. Co.
- EIN
- 47-0670369
- Plan number
- 002
- Location
- Columbus, NE
- Participants
- 1,364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,855,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,855,566
- Employer contributions
- $2,174,794
- Participant contributions
- $3,894,007
- Total income / additions
- $16,842,746
- Benefits paid
- $11,245,020
- Administrative expenses
- $147,106
- Total expenses
- $11,392,126
- Net increase / (decrease)
- $5,450,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $117,106 | $0 |
| D. A. Davidson & Co. | RETAINED BY EMPLOYER | $30,000 | not reported in the loaded dataset |