2023 Form 5500 filing — Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement 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 20250813084908NAL0007969811001) for Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement Plan, reported by Harold Beck & Sons, Inc. under EIN 23-1572268 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813084908NAL0007969811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harold Beck & Sons, Inc.
- EIN
- 23-1572268
- Plan number
- 001
- Location
- Newtown, PA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,438,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,438,724
- Employer contributions
- $960,031
- Participant contributions
- $925,215
- Total income / additions
- $12,904,720
- Benefits paid
- $3,245,973
- Administrative expenses
- $42,519
- Total expenses
- $3,300,221
- Net increase / (decrease)
- $9,604,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,011 | $0 |
| Ramond James & Associates, Inc | INVESTMENT ADVISORY | $1,507 | not reported in the loaded dataset |