2023 Form 5500 filing — Wm. Beaudoin & Sons, Inc. 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 20240925102659NAL0025148096001) for Wm. Beaudoin & Sons, Inc. Profit Sharing Plan, reported by Wm. Beaudoin & Sons, Inc. under EIN 39-0868093 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,648,808
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240925102659NAL0025148096001
Plan sponsor
Wm. Beaudoin & Sons, Inc.
EIN
39-0868093
Plan number
001
Location
Brookfield, WI
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)$2.6M total assets
Net assets$2.6MLiabilities
Money in vs. money out
Total income / additions$599.4K
Total expenses$479.4K
Benefits paid / distributions$473.2K
Full reported line items
Total assets (EOY)
$2,648,808
Net assets (EOY)
$2,648,808
Total income / additions
$599,379
Benefits paid
$473,240
Administrative expenses
$6,169
Total expenses
$479,409
Net increase / (decrease)
$119,970

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925102659NAL0025148096001 cover?
It is the 2023 Form 5500 filing for Wm. Beaudoin & Sons, Inc. Profit Sharing Plan, reported by Wm. Beaudoin & Sons, Inc. (EIN 39-0868093).
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