Plan5500

2023 Form 5500 filing — Bentley Systems, Incorporated Profit Sharing/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 20241015160742NAL0058629954001) for Bentley Systems, Incorporated Profit Sharing/401(K) Plan, reported by Bentley Systems, Inc. under EIN 95-3936623 and plan number 001. It reports 2,325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015160742NAL0058629954001
Filing year
2023
Form type
2
Plan sponsor
Bentley Systems, Inc.
EIN
95-3936623
Plan number
001
Location
Exton, PA
Participants
2,325
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$627,983,527
Total liabilities (EOY)
$0
Net assets (EOY)
$627,983,527
Employer contributions
$5,386,653
Participant contributions
$17,153,818
Total income / additions
$158,513,549
Benefits paid
$79,835,675
Administrative expenses
$488,295
Total expenses
$80,338,332
Net increase / (decrease)
$78,175,217
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyNONE$180,329$0
Empower Advisory Group, LLCNONE$114,982not reported in the loaded dataset
Capfinancial Partners LLC Dba CaptrNONE$90,638not reported in the loaded dataset
Caron & Bletzer PllcNONE$15,500not reported in the loaded dataset
Cowen & Company LLCNONE$10,627not reported in the loaded dataset
Abound Wealth Management LLCNONE$10,402not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$578$0

Related Form 5500 pages