2023 Form 5500 filing — Beall'S Employees' Savings 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 20240920151201NAL0007663473001) for Beall'S Employees' Savings Trust, reported by Beall'S Inc. under EIN 59-0243800 and plan number 001. It reports 11,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920151201NAL0007663473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beall'S Inc.
- EIN
- 59-0243800
- Plan number
- 001
- Location
- Bradenton, FL
- Participants
- 11,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,738,786
- Net assets (EOY)
- $106,738,786
- Employer contributions
- $2,324,945
- Participant contributions
- $14,298,208
- Total income / additions
- $30,793,856
- Benefits paid
- $16,087,302
- Administrative expenses
- $369,210
- Total expenses
- $16,456,512
- Net increase / (decrease)
- $14,337,344
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $361,713 | not reported in the loaded dataset |
| Zacks Investment Management In | INV ADV, PARTICIPANTS | $7,497 | not reported in the loaded dataset |