Beales LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Beales LLC)
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, Beales LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Beales LLC under EIN 11-3708895 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $5,628,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beales LLC
- EIN
- 11-3708895
- Plan number
- 001
- Plan type
- 2
- Location
- Accord, MA
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $5,628,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241010132145NAL0040149714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,628,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,628,115
- Net assets (BOY)
- $4,418,273
Income & contributions
- Employer contributions
- $87,910
- Participant contributions
- $251,173
- Total contributions
- $460,947
- Total income / additions
- $1,415,844
Expenses & distributions
- Benefits paid
- $173,761
- Administrative expenses
- $32,241
- Total expenses
- $206,002
- Net increase / (decrease)
- $1,209,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $24,916 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $7,263 | not reported in the loaded dataset | 2023 |