2023 Form 5500 filing — Retirement Plan For Employees Of Beckley Water Company
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 20240702135502NAL0003603411001) for Retirement Plan For Employees Of Beckley Water Company, reported by Beckley Water Company under EIN 55-0121880 and plan number 001. It reports 69 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702135502NAL0003603411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beckley Water Company
- EIN
- 55-0121880
- Plan number
- 001
- Location
- Beckley, WV
- Participants
- 69
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,945,159
- Total liabilities (EOY)
- $18,232
- Net assets (EOY)
- $11,926,927
- Employer contributions
- $111,140
- Participant contributions
- $0
- Total income / additions
- $1,527,526
- Benefits paid
- $697,179
- Administrative expenses
- $0
- Total expenses
- $729,179
- Net increase / (decrease)
- $798,347
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| City National Bank | NONE | $32,000 | not reported in the loaded dataset |