Beta Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Beta Group Inc.)
Plain-English plan 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, Beta Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Beta Group Inc. under EIN 05-0398907 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $23,328,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beta Group Inc.
- EIN
- 05-0398907
- Plan number
- 002
- Plan type
- 2
- Location
- Lincoln, RI
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $23,328,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H | 20241007140210NAL0031981346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,328,265
- Total liabilities (EOY)
- $1,885,788
- Net assets (EOY)
- $21,442,477
- Net assets (BOY)
- $16,042,879
Income & contributions
- Employer contributions
- $820,390
- Total contributions
- $820,390
- Total income / additions
- $6,079,476
Expenses & distributions
- Benefits paid
- $638,619
- Administrative expenses
- $2,754
- Total expenses
- $679,878
- Net increase / (decrease)
- $5,399,598
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.