2023 Form 5500 filing — Beasley Mezzanine Holdings, LLC 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 20241004122336NAL0005686483001) for Beasley Mezzanine Holdings, LLC 401(K) Plan, reported by Beasley Mezzaanine Holdings, LLC under EIN 59-3614163 and plan number 001. It reports 1,537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004122336NAL0005686483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beasley Mezzaanine Holdings, LLC
- EIN
- 59-3614163
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 1,537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,986,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,986,278
- Employer contributions
- $138
- Participant contributions
- $6,281,955
- Total income / additions
- $22,845,817
- Benefits paid
- $8,148,274
- Administrative expenses
- $195,016
- Total expenses
- $8,343,290
- Net increase / (decrease)
- $14,502,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $89,450 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $88,995 | $0 |
| Vanguard Advisers Inc. | NONE | $18,521 | not reported in the loaded dataset |