2023 Form 5500 filing — A.H. Beck Foundation Co. 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 20240913141054NAL0005116931001) for A.H. Beck Foundation Co. Inc 401(K) Profit Sharing Plan, reported by A.H. Beck Foundation Co., Inc. under EIN 74-1202926 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913141054NAL0005116931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.H. Beck Foundation Co., Inc.
- EIN
- 74-1202926
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,480,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,480,630
- Participant contributions
- $645,643
- Total income / additions
- $1,928,408
- Benefits paid
- $242,437
- Administrative expenses
- $25,902
- Total expenses
- $271,484
- Net increase / (decrease)
- $1,656,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $14,652 | $0 |
| Marcado Asset Management LLC | NONE | $11,250 | not reported in the loaded dataset |