Plan5500

Beall'S Employees' Savings Trust — Form 5500 plan (Beall'S Inc.)

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, Beall'S Employees' Savings Trust is a benefit plan reported by Beall'S Inc. under EIN 59-0243800 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,031 participants and $106,738,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beall'S Inc.
EIN
59-0243800
Plan number
001
Plan type
2
Location
Bradenton, FL
Latest filing year
2023
Participants
11,031
End-of-year plan assets
$106,738,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,031H, C20240920151201NAL0007663473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,738,786
Net assets (EOY)
$106,738,786
Net assets (BOY)
$92,401,442

Income & contributions

Employer contributions
$2,324,945
Participant contributions
$14,298,208
Total contributions
$17,306,931
Total income / additions
$30,793,856

Expenses & distributions

Benefits paid
$16,087,302
Administrative expenses
$369,210
Total expenses
$16,456,512
Net increase / (decrease)
$14,337,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$361,713not reported in the loaded dataset2023
Zacks Investment Management InINV ADV, PARTICIPANTS$7,497not reported in the loaded dataset2023

Related Form 5500 pages