Becket & Lee, Llp Employee Savings & Protection Plan — Form 5500 plan (Becket & Lee, Llp)

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, Becket & Lee, Llp Employee Savings & Protection Plan is a benefit plan reported by Becket & Lee, Llp under EIN 23-2590912 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $33,875,617 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Becket & Lee, Llp
EIN
23-2590912
Plan number
001
Plan type
2
Location
Malvern, PA
Latest filing year
2023
Participants
155
End-of-year plan assets
$33,875,617

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20240913144754NAL0010060081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,875,617
Total liabilities (EOY)
$15,000
Net assets (EOY)
$33,860,617
Net assets (BOY)
$28,434,771

Income & contributions

Employer contributions
$192,083
Participant contributions
$601,920
Total contributions
$794,003
Total income / additions
$6,607,056

Expenses & distributions

Benefits paid
$1,135,801
Administrative expenses
$45,409
Total expenses
$1,181,210
Net increase / (decrease)
$5,425,846

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plan AdministratorsRECORDKEEPER$45,409$02023

Related Form 5500 pages