2023 Form 5500 filing — Bkt-Shd Employee Savings & Retirement 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 20240919104811NAL0003474819001) for Bkt-Shd Employee Savings & Retirement Plan, reported by Beckett Collectibles Holdings, LLC under EIN 61-1738641 and plan number 002. It reports 593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919104811NAL0003474819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beckett Collectibles Holdings, LLC
- EIN
- 61-1738641
- Plan number
- 002
- Location
- Nashville, TN
- Participants
- 593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,552,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,552,227
- Employer contributions
- $538,392
- Participant contributions
- $1,486,567
- Total income / additions
- $4,478,445
- Benefits paid
- $1,002,748
- Administrative expenses
- $69,352
- Total expenses
- $1,100,625
- Net increase / (decrease)
- $3,377,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $46,390 | $0 |
| Alpha Capital Management Group LLC | INVESTMENT ADVISOR | $22,962 | not reported in the loaded dataset |