Plan5500

Beam Mack Sales & Service, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Beam Mack Sales & Service, Inc. (EIN 16-0742432) is a plan sponsor located in Rochester, NY with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-0742432
Location
Rochester, NY
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Beam Mack Sales & Service, Inc.

  • 5 loaded plans hold $10M in reported assets.
  • The largest, Beam Mack Sales & Service, Inc. 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 991 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10MSummed across loaded plans$10,037,128
Total reported assets$10M$10,037,128
Total reported participants991
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10M total assets
Net assets$10MLiabilities$0
Contributions & income
Employer contributions$167.7K
Participant contributions$747.7K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$798.2K
Total expenses$812.9K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Beam Mack Sales & Service, Inc. 401k Plan
Participants per plan198Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Beam Mack Sales & Service, Inc. 401k Plan$10M
    Plan #001 · 334 participants · 2023
  2. 2
    Beam Mack Sales & Service, Inc. Life Benefit Plannot reported in the loaded dataset
    Plan #503 · 232 participants · 2023
  3. 3
    Beam Mack Sales & Service, Inc. Eap Benefit Plannot reported in the loaded dataset
    Plan #504 · 225 participants · 2023
  4. 4
    Beam Mack Sales & Service, Inc. Medical Benefit Plannot reported in the loaded dataset
    Plan #501 · 107 participants · 2023
  5. 5
    Beam Mack Sales & Service, Inc. Dental Benefit Plannot reported in the loaded dataset
    Plan #502 · 93 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Beam Mack Sales & Service, Inc.. Open one for its full reported snapshot.

  1. 2023
    Beam Mack Sales & Service, Inc. 401k Plan334 participants · 2Sch HSch C
    View filing →
  2. 2023
    Beam Mack Sales & Service, Inc. Medical Benefit Plan107 participants · 2No schedules
    View filing →
  3. 2023
    Beam Mack Sales & Service, Inc. Dental Benefit Plan93 participants · 2No schedules
    View filing →
  4. 2023
    Beam Mack Sales & Service, Inc. Life Benefit Plan232 participants · 2No schedules
    View filing →
  5. 2023
    Beam Mack Sales & Service, Inc. Eap Benefit Plan225 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Beam Mack Sales & Service, Inc. report on Form 5500?
Beam Mack Sales & Service, Inc. (EIN 16-0742432) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Beam Mack Sales & Service, Inc.?
The Employer Identification Number (EIN) reported for Beam Mack Sales & Service, Inc. is 16-0742432.
What is the latest Form 5500 filing year for Beam Mack Sales & Service, Inc.?
The latest loaded Form 5500 filing year for Beam Mack Sales & Service, Inc. is 2023.

Related Form 5500 pages