2023 Form 5500 filing — Bevara 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 20240929105228NAL0004621985001) for Bevara 401(K) Plan, reported by Bevara, Inc. under EIN 47-2059758 and plan number 001. It reports 197 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)$3.7MReported net assets$3,745,872
Participants197
Provider compensation$48.1K2 Schedule C row(s)$48,089
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240929105228NAL0004621985001
Plan sponsor
Bevara, Inc.
EIN
47-2059758
Plan number
001
Location
Pewaukee, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$666.2K
Benefits paid / distributions$621.7K
Contributions
Employer$146.5K
Participant$619K
Full reported line items
Total assets (EOY)
$3,745,872
Total liabilities (EOY)
$0
Net assets (EOY)
$3,745,872
Employer contributions
$146,467
Participant contributions
$618,993
Total income / additions
$1,301,624
Benefits paid
$621,699
Administrative expenses
$36,319
Total expenses
$666,205
Net increase / (decrease)
$635,419
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $36.3K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $11.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240929105228NAL0004621985001 cover?
It is the 2023 Form 5500 filing for Bevara 401(K) Plan, reported by Bevara, Inc. (EIN 47-2059758).
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