Bevilacqua Research Corporation 401(K) Plan And Trust — Form 5500 plan (Bevilacqua Research Corporation)
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, Bevilacqua Research Corporation 401(K) Plan And Trust is a benefit plan reported by Bevilacqua Research Corporation under EIN 63-1069131 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $23,027,732 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bevilacqua Research Corporation
- EIN
- 63-1069131
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $23,027,732
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20240916145007NAL0000701971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,027,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,027,732
- Net assets (BOY)
- $21,511,084
Income & contributions
- Employer contributions
- $330,498
- Participant contributions
- $1,220,598
- Total contributions
- $1,551,096
- Total income / additions
- $4,921,436
Expenses & distributions
- Benefits paid
- $3,402,841
- Administrative expenses
- $994
- Total expenses
- $3,404,788
- Net increase / (decrease)
- $1,516,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Synovus Securities | ADVISOR | $0 | $76,713 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $994 | $0 | 2023 |