A.H. Beck Foundation Co. Inc 401(K) Profit Sharing Plan — Form 5500 plan (A.H. Beck Foundation Co., 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, A.H. Beck Foundation Co. Inc 401(K) Profit Sharing Plan is a benefit plan reported by A.H. Beck Foundation Co., Inc. under EIN 74-1202926 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $10,480,630 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A.H. Beck Foundation Co., Inc.
EIN
74-1202926
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
328
End-of-year plan assets
$10,480,630

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20240913141054NAL0005116931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,480,630
Total liabilities (EOY)
$0
Net assets (EOY)
$10,480,630
Net assets (BOY)
$8,823,706

Income & contributions

Participant contributions
$645,643
Total contributions
$647,677
Total income / additions
$1,928,408

Expenses & distributions

Benefits paid
$242,437
Administrative expenses
$25,902
Total expenses
$271,484
Net increase / (decrease)
$1,656,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$14,652$02023
Marcado Asset Management LLCNONE$11,250not reported in the loaded dataset2023

Related Form 5500 pages