Beta Technologies 401(K) Plan — Form 5500 plan (Beta Technologies)
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, Beta Technologies 401(K) Plan is a benefit plan reported by Beta Technologies under EIN 83-1276474 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $11,722,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beta Technologies
- EIN
- 83-1276474
- Plan number
- 001
- Plan type
- 2
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $11,722,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20240710124618NAL0014894225004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,722,046
- Net assets (EOY)
- $11,722,046
- Net assets (BOY)
- $5,817,829
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $3,168,689
- Total contributions
- $4,605,478
- Total income / additions
- $6,306,555
Expenses & distributions
- Benefits paid
- $358,896
- Administrative expenses
- $43,442
- Total expenses
- $402,338
- Net increase / (decrease)
- $5,904,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $43,442 | $0 | 2023 |