2023 Form 5500 filing — The Beck Group Retirement Savings 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 20241008091346NAL0017332689001) for The Beck Group Retirement Savings Plan, reported by Hcbeck, Ltd. under EIN 75-1731802 and plan number 003. It reports 1,257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008091346NAL0017332689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hcbeck, Ltd.
- EIN
- 75-1731802
- Plan number
- 003
- Location
- Dallas, TX
- Participants
- 1,257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $183,393,265
- Total liabilities (EOY)
- $21,000
- Net assets (EOY)
- $183,372,265
- Employer contributions
- $4,586,531
- Participant contributions
- $8,144,914
- Total income / additions
- $42,326,988
- Benefits paid
- $30,981,917
- Administrative expenses
- $312,287
- Total expenses
- $31,362,303
- Net increase / (decrease)
- $10,964,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $84,172 | $0 |
| Creative Planning LLC | NONE | $80,000 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | NONE | $15,450 | not reported in the loaded dataset |
| The Lampo Group, Inc. | NONE | $10,157 | not reported in the loaded dataset |