2023 Form 5500 filing — Beyer Services 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 20241210152446NAL0020930770001) for Beyer Services 401(K) Plan, reported by Beyer Services, LLC under EIN 82-3840525 and plan number 001. It reports 460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210152446NAL0020930770001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beyer Services, LLC
- EIN
- 82-3840525
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,447,204
- Total liabilities (EOY)
- $1,706
- Net assets (EOY)
- $18,445,498
- Employer contributions
- $642,288
- Participant contributions
- $930,992
- Total income / additions
- $4,034,663
- Benefits paid
- $993,870
- Administrative expenses
- $10,755
- Total expenses
- $1,023,599
- Net increase / (decrease)
- $3,011,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Management Inc. | NONE | $10,084 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $6,197 |