2023 Form 5500 filing — Beam Mack Sales & Service, Inc. 401k 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 20241008154659NAL0017912177001) for Beam Mack Sales & Service, Inc. 401k Plan, reported by Beam Mack Sales & Service, Inc. under EIN 16-0742432 and plan number 001. It reports 334 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)$10MReported net assets$10,037,128

Participants334

Provider compensation$8.1K2 Schedule C row(s)$8,139

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008154659NAL0017912177001
Plan sponsor: Beam Mack Sales & Service, Inc.
EIN: 16-0742432
Plan number: 001
Location: Rochester, NY
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)$10M total assets

Net assets$10MLiabilities$0

Money in vs. money out

Total income / additions$2.3M

Total expenses$812.9K

Benefits paid / distributions$798.2K

Contributions

Employer$167.7K

Participant$747.7K

Full reported line items

Total assets (EOY): $10,037,128
Total liabilities (EOY): $0
Net assets (EOY): $10,037,128
Employer contributions: $167,732
Participant contributions: $747,681
Total income / additions: $2,348,963
Benefits paid: $798,199
Administrative expenses: $6,617
Total expenses: $812,883
Net increase / (decrease): $1,536,080

Schedule C

Reported service provider compensation

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

1
Rimkus, Marciano, & Associates Inc$8.1K
TPA · Direct $0 · Indirect $8.1K
2
Voya Retirement Insurance & Annuity$0
SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008154659NAL0017912177001 cover?: It is the 2023 Form 5500 filing for Beam Mack Sales & Service, Inc. 401k Plan, reported by Beam Mack Sales & Service, Inc. (EIN 16-0742432).
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).