2023 Form 5500 filing — Beauchamp Distributing Company 401(K) Profit Sharing 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 20241015145150NAL0016675747002) for Beauchamp Distributing Company 401(K) Profit Sharing Plan, reported by Beauchamp Distributing Company under EIN 95-2743446 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145150NAL0016675747002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beauchamp Distributing Company
- EIN
- 95-2743446
- Plan number
- 001
- Location
- Compton, CA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,061,551
- Net assets (EOY)
- $7,061,551
- Employer contributions
- $52,918
- Participant contributions
- $361,169
- Total income / additions
- $1,132,340
- Benefits paid
- $820,116
- Administrative expenses
- $51,644
- Total expenses
- $884,670
- Net increase / (decrease)
- $247,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wade Financial Advisory, Inc. | INVESTMENT/FINANCIAL ADVI | $13,284 | $0 |
| Hilltop Securities Inc. | INVESTMENT ADVISOR | $9,792 | $0 |
| Adp, Inc. | RECORD KEEPER | $7,404 | $0 |