Beitzel Group 401(K) Plan — Form 5500 plan (Beitzel Corporate Services)
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, Beitzel Group 401(K) Plan is a benefit plan reported by Beitzel Corporate Services under EIN 52-1144641 and plan number 001. The latest loaded filing year is 2023. The filing reports 720 participants and $28,300,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beitzel Corporate Services
- EIN
- 52-1144641
- Plan number
- 001
- Plan type
- 2
- Location
- Grantsville, MD
- Latest filing year
- 2023
- Participants
- 720
- End-of-year plan assets
- $28,300,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 720 | H, C | 20241009140943NAL0019404817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,300,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,300,022
- Net assets (BOY)
- $23,482,928
Income & contributions
- Employer contributions
- $640,325
- Participant contributions
- $2,010,288
- Total contributions
- $2,697,907
- Total income / additions
- $7,280,730
Expenses & distributions
- Benefits paid
- $2,327,138
- Administrative expenses
- $90,777
- Total expenses
- $2,463,636
- Net increase / (decrease)
- $4,817,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services, | SERVICE PROVIDER | $99 | $37,760 | 2023 |
| Cbiz Benefits & Insurance Services | TPA | $0 | $21,975 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beitzel Corporate Services
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Grantsville, MD
- Cbiz Investment Advisory Services, — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation