2023 Form 5500 filing — Bedford And Main Financial Consulting, Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240305181337NAL0024087249001) for Bedford And Main Financial Consulting, Inc. Retirement Plan, reported by Bedford And Main Financial Consulting, Inc under EIN 45-5116847 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$367.1KReported net assets$367,059
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240305181337NAL0024087249001
Plan sponsor
Bedford And Main Financial Consulting, Inc
EIN
45-5116847
Plan number
001
Location
Sea Isle City, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$367.1K total assets
Net assets$367.1KLiabilities
Money in vs. money out
Total income / additions-$227K
Total expenses$27
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$30K
Full reported line items
Total assets (EOY)
$367,059
Net assets (EOY)
$367,059
Participant contributions
$30,000
Total income / additions
-$227,003
Administrative expenses
$27
Total expenses
$27
Net increase / (decrease)
-$227,030

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240305181337NAL0024087249001 cover?
It is the 2023 Form 5500 filing for Bedford And Main Financial Consulting, Inc. Retirement Plan, reported by Bedford And Main Financial Consulting, Inc (EIN 45-5116847).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages