2023 Form 5500 filing — Beamery, Inc. 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 20241003091441NAL0005616115001) for Beamery, Inc. 401(K) Plan, reported by Beamery, Inc. under EIN 33-1231055 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,528,095
Participants160
Provider compensation$11.8K1 Schedule C row(s)$11,771
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003091441NAL0005616115001
Plan sponsor
Beamery, Inc.
EIN
33-1231055
Plan number
001
Location
Covina, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$73.3K
Participant$1M
Full reported line items
Total assets (EOY)
$3,528,095
Total liabilities (EOY)
$0
Net assets (EOY)
$3,528,095
Employer contributions
$73,266
Participant contributions
$1,014,127
Total income / additions
$2,079,446
Benefits paid
$1,412,707
Administrative expenses
$11,771
Total expenses
$1,429,226
Net increase / (decrease)
$650,220
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $11.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003091441NAL0005616115001 cover?
It is the 2023 Form 5500 filing for Beamery, Inc. 401(K) Plan, reported by Beamery, Inc. (EIN 33-1231055).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages