2023 Form 5500 filing — Bevilacqua Research Corporation 401(K) 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 20240916145007NAL0000701971001) for Bevilacqua Research Corporation 401(K) Plan And Trust, reported by Bevilacqua Research Corporation under EIN 63-1069131 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916145007NAL0000701971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bevilacqua Research Corporation
- EIN
- 63-1069131
- Plan number
- 001
- Location
- Huntsville, AL
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,027,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,027,732
- Employer contributions
- $330,498
- Participant contributions
- $1,220,598
- Total income / additions
- $4,921,436
- Benefits paid
- $3,402,841
- Administrative expenses
- $994
- Total expenses
- $3,404,788
- Net increase / (decrease)
- $1,516,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Synovus Securities | ADVISOR | $0 | $76,713 |
| Fidelity Investments Institutional | RECORDKEEPER | $994 | $0 |