Beekley Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Beekley Corporation)
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, Beekley Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Beekley Corporation under EIN 06-0626742 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $27,478,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beekley Corporation
- EIN
- 06-0626742
- Plan number
- 001
- Plan type
- 2
- Location
- Bristol, CT
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $27,478,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20240711111305NAL0018265313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,478,424
- Total liabilities (EOY)
- $75
- Net assets (EOY)
- $27,478,349
- Net assets (BOY)
- $22,481,783
Income & contributions
- Employer contributions
- $642,062
- Participant contributions
- $697,617
- Total contributions
- $1,442,089
- Total income / additions
- $5,297,455
Expenses & distributions
- Benefits paid
- $239,686
- Administrative expenses
- $61,203
- Total expenses
- $300,889
- Net increase / (decrease)
- $4,996,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmc Advisors Inc. | NONE | $59,798 | not reported in the loaded dataset | 2023 |