The Beistle Company Employee Stock Ownership Plan — Form 5500 plan (The Beistle Company)

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, The Beistle Company Employee Stock Ownership Plan is a benefit plan reported by The Beistle Company under EIN 23-0396050 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $13,850,028 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Beistle Company
EIN
23-0396050
Plan number
002
Plan type
2
Location
Shippensburg, PA
Latest filing year
2023
Participants
247
End-of-year plan assets
$13,850,028

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023247H, C20241105085938NAL0016726130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,850,028
Net assets (EOY)
$13,850,028
Net assets (BOY)
$15,131,834

Income & contributions

Total income / additions
$824,013

Expenses & distributions

Benefits paid
$2,100,653
Administrative expenses
$5,166
Total expenses
$2,105,819
Net increase / (decrease)
-$1,281,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orrstown Financial AdvisorsNONE$5,166not reported in the loaded dataset2023

Related Form 5500 pages