2023 Form 5500 filing — Beta Bionics 401(K) 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 20240905220026NAL0000454482011) for Beta Bionics 401(K) Plan, reported by Beta Bionics, Inc. under EIN 47-5386878 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.3MReported net assets$9,309,154
Participants132
Provider compensation$13.5K2 Schedule C row(s)$13,520
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905220026NAL0000454482011
Plan sponsor
Beta Bionics, Inc.
EIN
47-5386878
Plan number
001
Location
Irvine, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$834.6K
Benefits paid / distributions$825K
Contributions
Employer$981.2K
Participant$1.4M
Full reported line items
Total assets (EOY)
$9,309,154
Total liabilities (EOY)
$0
Net assets (EOY)
$9,309,154
Employer contributions
$981,171
Participant contributions
$1,434,749
Total income / additions
$4,057,429
Benefits paid
$824,979
Administrative expenses
$7,550
Total expenses
$834,605
Net increase / (decrease)
$3,222,824
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $7.5K
  2. 2
    CUSTODIAN · Direct $0 · Indirect $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905220026NAL0000454482011 cover?
It is the 2023 Form 5500 filing for Beta Bionics 401(K) Plan, reported by Beta Bionics, Inc. (EIN 47-5386878).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages