2023 Form 5500 filing — Beta Group, Inc. Employee Stock Ownership 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 20241007140210NAL0031981346001) for Beta Group, Inc. Employee Stock Ownership Plan, reported by Beta Group Inc. under EIN 05-0398907 and plan number 002. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241007140210NAL0031981346001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beta Group Inc.
- EIN
- 05-0398907
- Plan number
- 002
- Location
- Lincoln, RI
- Participants
- 194
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,328,265
- Total liabilities (EOY)
- $1,885,788
- Net assets (EOY)
- $21,442,477
- Employer contributions
- $820,390
- Total income / additions
- $6,079,476
- Benefits paid
- $638,619
- Administrative expenses
- $2,754
- Total expenses
- $679,878
- Net increase / (decrease)
- $5,399,598
- Schedule source
- Schedule H