2023 Form 5500 filing — Bes Engineering 401(K) Plan And Trust
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 20241002114303NAL0017113506001) for Bes Engineering 401(K) Plan And Trust, reported by The Bergaila Company Dba Bes Engineering under EIN 26-3028298 and plan number 001. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002114303NAL0017113506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bergaila Company Dba Bes Engineering
- EIN
- 26-3028298
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,828,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,828,782
- Employer contributions
- $179,703
- Participant contributions
- $706,632
- Total income / additions
- $1,771,527
- Benefits paid
- $1,267,788
- Administrative expenses
- -$408
- Total expenses
- $1,268,419
- Net increase / (decrease)
- $503,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Calvetti Ferguson LLC | ACCOUNTANT/AUDITOR | $11,770 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR | $0 | $9,792 |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,178 | $0 |