Plan5500

Bentley 401(K) Plan — Form 5500 plan (Bentley Mills, 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, Bentley 401(K) Plan is a benefit plan reported by Bentley Mills, Inc. under EIN 68-0123642 and plan number 001. The latest loaded filing year is 2023. The filing reports 490 participants and $28,975,552 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bentley Mills, Inc.
EIN
68-0123642
Plan number
001
Plan type
2
Location
Industry, CA
Latest filing year
2023
Participants
490
End-of-year plan assets
$28,975,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023490H, C20240919113052NAL0005878129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,975,552
Total liabilities (EOY)
$0
Net assets (EOY)
$28,975,552
Net assets (BOY)
$25,637,224

Income & contributions

Employer contributions
$388,129
Participant contributions
$2,838,150
Total contributions
$3,235,929
Total income / additions
$6,671,388

Expenses & distributions

Benefits paid
$3,140,529
Administrative expenses
$192,531
Total expenses
$3,333,060
Net increase / (decrease)
$3,338,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$139,190$02023
Moss AdamsACCOUNTANT$24,150not reported in the loaded dataset2023
Gallagher FiduciaryINVESTMENT ADVISORY$19,166not reported in the loaded dataset2023
Gallagher Fiduciary Advisors, LLCCONSULTANT$12,500not reported in the loaded dataset2023

Related Form 5500 pages