2023 Form 5500 filing — Behler-Young Company Profit Sharing 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 20241003103317NAL0004789683001) for Behler-Young Company Profit Sharing 401(K) Plan, reported by Behler-Young Company under EIN 38-0338530 and plan number 002. It reports 312 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)$32.3MReported net assets$32,314,330
Participants312
Provider compensation$132.6K4 Schedule C row(s)$132,596
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003103317NAL0004789683001
Plan sponsor
Behler-Young Company
EIN
38-0338530
Plan number
002
Location
Grand Rapids, MI
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)$32.3M total assets
Net assets$32.3MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$940.4K
Participant$1.5M
Full reported line items
Total assets (EOY)
$32,314,330
Total liabilities (EOY)
$0
Net assets (EOY)
$32,314,330
Employer contributions
$940,410
Participant contributions
$1,499,370
Total income / additions
$7,135,053
Benefits paid
$2,381,639
Administrative expenses
$95,657
Total expenses
$2,478,411
Net increase / (decrease)
$4,656,642
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $81.5K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $36.9K
  3. 3
    INVESTMENT MGMT · Direct $8.4K
  4. 4
    OTHER · Direct $5.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003103317NAL0004789683001 cover?
It is the 2023 Form 5500 filing for Behler-Young Company Profit Sharing 401(K) Plan, reported by Behler-Young Company (EIN 38-0338530).
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