2023 Form 5500 filing — Beckett Air Incorporated 401k 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 20241010125120NAL0020099137001) for Beckett Air Incorporated 401k Retirement Savings Plan, reported by Beckett Air Incorporated under EIN 34-1586645 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125120NAL0020099137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beckett Air Incorporated
- EIN
- 34-1586645
- Plan number
- 001
- Location
- Elyria, OH
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,379,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,379,687
- Employer contributions
- $141,631
- Participant contributions
- $291,089
- Total income / additions
- $1,085,966
- Benefits paid
- $364,916
- Administrative expenses
- $1,825
- Total expenses
- $366,741
- Net increase / (decrease)
- $719,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $18,619 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,825 | $0 |