B&E 401(K) Plan — Form 5500 plan (B&E Resources, 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, B&E 401(K) Plan is a benefit plan reported by B&E Resources, LLC under EIN 20-0870140 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $5,348,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B&E Resources, LLC
EIN
20-0870140
Plan number
001
Plan type
2
Location
Beaumont, TX
Latest filing year
2023
Participants
609
End-of-year plan assets
$5,348,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023609H, C20250203103407NAL0006910033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,348,482
Total liabilities (EOY)
$0
Net assets (EOY)
$5,348,482
Net assets (BOY)
$4,129,381

Income & contributions

Employer contributions
$425,247
Participant contributions
$769,359
Total contributions
$1,268,162
Total income / additions
$1,921,490

Expenses & distributions

Benefits paid
$684,808
Administrative expenses
$7,240
Total expenses
$702,389
Net increase / (decrease)
$1,219,101

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Loren D. Stark CompanyCONTRACT ADMIN$5,226$2,1302023
Empower Annuity Insurance Co.Of AmeRECORDKEEPER$2,250$02023
Empower Advisory Group, LLCINVESTMENT MGMT$856not reported in the loaded dataset2023

Related Form 5500 pages