Bennett Enterprises 401(K) Plan — Form 5500 plan (Bennett Enterprises, 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, Bennett Enterprises 401(K) Plan is a benefit plan reported by Bennett Enterprises, LLC under EIN 46-1459860 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $6,487,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bennett Enterprises, LLC
EIN
46-1459860
Plan number
001
Plan type
2
Location
Perrysburg, OH
Latest filing year
2023
Participants
246
End-of-year plan assets
$6,487,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20240819104030NAL0000766627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,487,802
Net assets (EOY)
$6,487,802
Net assets (BOY)
$6,098,850

Income & contributions

Employer contributions
$37,135
Participant contributions
$201,849
Total contributions
$238,984
Total income / additions
$1,060,246

Expenses & distributions

Benefits paid
$632,399
Administrative expenses
$19,483
Total expenses
$671,294
Net increase / (decrease)
$388,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$17,445$02023
Pension Innovations & ConsultingTHIRD PARTY ADMINISTRATO$6,321$3,0332023

Related Form 5500 pages