2023 Form 5500 filing — Beitzel Group 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 20241009140943NAL0019404817001) for Beitzel Group 401(K) Plan, reported by Beitzel Corporate Services under EIN 52-1144641 and plan number 001. It reports 720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009140943NAL0019404817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beitzel Corporate Services
- EIN
- 52-1144641
- Plan number
- 001
- Location
- Grantsville, MD
- Participants
- 720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,300,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,300,022
- Employer contributions
- $640,325
- Participant contributions
- $2,010,288
- Total income / additions
- $7,280,730
- Benefits paid
- $2,327,138
- Administrative expenses
- $90,777
- Total expenses
- $2,463,636
- Net increase / (decrease)
- $4,817,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services, | SERVICE PROVIDER | $99 | $37,760 |
| Cbiz Benefits & Insurance Services | TPA | $0 | $21,975 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |