2023 Form 5500 filing — Beacon Sales Acquisition, Inc. 401(K) Profit Sharing 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 20240628121014NAL0000915952001) for Beacon Sales Acquisition, Inc. 401(K) Profit Sharing Plan, reported by Beacon Sales Acquisition, Inc. under EIN 36-4173366 and plan number 001. It reports 8,703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628121014NAL0000915952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beacon Sales Acquisition, Inc.
- EIN
- 36-4173366
- Plan number
- 001
- Location
- Herndon, VA
- Participants
- 8,703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $573,191,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $573,191,382
- Employer contributions
- $15,855,377
- Participant contributions
- $41,733,376
- Total income / additions
- $158,519,920
- Benefits paid
- $54,498,912
- Administrative expenses
- $703,097
- Total expenses
- $55,259,046
- Net increase / (decrease)
- $103,260,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $610,034 | $0 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $60,563 | not reported in the loaded dataset |
| Sc&H Attest Services, P.C. | AUDITOR | $22,500 | not reported in the loaded dataset |
| Bdo Usa, Llp | AUDITOR | $10,000 | not reported in the loaded dataset |