Bet Investments 401(K) Savings Plan — Form 5500 plan (Bet Investments)
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, Bet Investments 401(K) Savings Plan is a benefit plan reported by Bet Investments under EIN 23-2984606 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $10,283,383 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bet Investments
- EIN
- 23-2984606
- Plan number
- 001
- Plan type
- 2
- Location
- Dresher, PA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $10,283,383
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241015100624NAL0047299776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,283,383
- Net assets (EOY)
- $10,283,383
- Net assets (BOY)
- $8,360,655
Income & contributions
- Employer contributions
- $227,656
- Participant contributions
- $484,292
- Total contributions
- $734,373
- Total income / additions
- $2,222,546
Expenses & distributions
- Benefits paid
- $246,270
- Administrative expenses
- $53,548
- Total expenses
- $299,818
- Net increase / (decrease)
- $1,922,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORD KEEPER | $27,274 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services | RIA | $21,307 | not reported in the loaded dataset | 2023 |