2023 Form 5500 filing — Beelman 401k Profit Sharing Plan And Trust
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 20240909085122NAL0005281681001) for Beelman 401k Profit Sharing Plan And Trust, reported by Beelman Truck Company under EIN 37-1047673 and plan number 002. It reports 1,141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909085122NAL0005281681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beelman Truck Company
- EIN
- 37-1047673
- Plan number
- 002
- Location
- East St. Louis, IL
- Participants
- 1,141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,933,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,933,152
- Employer contributions
- $1,947,522
- Participant contributions
- $2,845,047
- Total income / additions
- $10,445,141
- Benefits paid
- $1,886,690
- Administrative expenses
- $221,498
- Total expenses
- $2,135,806
- Net increase / (decrease)
- $8,309,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | SERVICE PROVIDER | $0 | $58,370 |
| Ascensus C/O Futureplan | THIRD PARTY ADMINISTRATO | $32,489 | not reported in the loaded dataset |
| Stanley, Dirnberger, Hopper Assp | SERVICE PROVIDER | $0 | $16,093 |