2023 Form 5500 filing — Beveridge & Diamond, P.C. 401(K) Profit Sharing Plan & Trust 'A'

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 20241008131236NAL0008370403001) for Beveridge & Diamond, P.C. 401(K) Profit Sharing Plan & Trust 'A', reported by Beveridge & Diamond, P.C. under EIN 52-1247549 and plan number 001. It reports 185 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)$124.7MReported net assets$124,665,577

Participants185

Provider compensation$150.7K4 Schedule C row(s)$150,672

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008131236NAL0008370403001
Plan sponsor: Beveridge & Diamond, P.C.
EIN: 52-1247549
Plan number: 001
Location: Washington, DC
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)$124.7M total assets

Net assets$124.7MLiabilities—

Money in vs. money out

Total income / additions$24.7M

Total expenses$3.4M

Benefits paid / distributions$3.3M

Contributions

Employer$3.1M

Participant$2M

Full reported line items

Total assets (EOY): $124,665,577
Net assets (EOY): $124,665,577
Employer contributions: $3,093,897
Participant contributions: $2,046,931
Total income / additions: $24,661,305
Benefits paid: $3,272,749
Administrative expenses: $150,672
Total expenses: $3,423,421
Net increase / (decrease): $21,237,884

Schedule C

Reported service provider compensation

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

1
Ubs Financial Services, Inc.$147.5K
INVESTMENT ADVISOR · Direct $147.5K
2
Transamerica Retirement Solutions$3.1K
RECORDKEEPER · Direct $3.1K · Indirect $0
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0
4
Mid Atlantic Capital Corporation$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008131236NAL0008370403001 cover?: It is the 2023 Form 5500 filing for Beveridge & Diamond, P.C. 401(K) Profit Sharing Plan & Trust 'A', reported by Beveridge & Diamond, P.C. (EIN 52-1247549).
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).