Beroset And Keene Profit Sharing Plan An — 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, Beroset And Keene Profit Sharing Plan An (EIN 59-2665946) is a plan sponsor located in Pensacola, FL with 1 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
59-2665946
Location
Pensacola, FL
Loaded plans
1
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 Beroset And Keene Profit Sharing Plan An

  • 1 loaded plans hold $4.4M in reported assets.
  • The largest, Beroset And Keene Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 5 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.4MSummed across loaded plans$4,402,696
Total reported assets$4.4M$4,402,696
Total reported participants5
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.4M total assets
Net assets$4.4MLiabilities
Contributions & income
Total income / additions$474.8K
Expenses & distributions
Benefits paid / distributions$71.6K
Total expenses$82.1K
Net increase / (decrease)$392.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Beroset And Keene Profit Sharing Plan And Trust
Participants per plan5Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 5 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Beroset And Keene Profit Sharing Plan An. Open one for its full reported snapshot.

  1. 2023
    Beroset And Keene Profit Sharing Plan And Trust5 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Beroset And Keene Profit Sharing Plan An report on Form 5500?
Beroset And Keene Profit Sharing Plan An (EIN 59-2665946) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Beroset And Keene Profit Sharing Plan An?
The Employer Identification Number (EIN) reported for Beroset And Keene Profit Sharing Plan An is 59-2665946.
What is the latest Form 5500 filing year for Beroset And Keene Profit Sharing Plan An?
The latest loaded Form 5500 filing year for Beroset And Keene Profit Sharing Plan An is 2023.

Related Form 5500 pages