2023 Form 5500 filing — Bennett Enterprises 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 20240819104030NAL0000766627001) for Bennett Enterprises 401(K) Plan, reported by Bennett Enterprises, LLC under EIN 46-1459860 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819104030NAL0000766627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bennett Enterprises, LLC
- EIN
- 46-1459860
- Plan number
- 001
- Location
- Perrysburg, OH
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,487,802
- Net assets (EOY)
- $6,487,802
- Employer contributions
- $37,135
- Participant contributions
- $201,849
- Total income / additions
- $1,060,246
- Benefits paid
- $632,399
- Administrative expenses
- $19,483
- Total expenses
- $671,294
- Net increase / (decrease)
- $388,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,445 | $0 |
| Pension Innovations & Consulting | THIRD PARTY ADMINISTRATO | $6,321 | $3,033 |