2023 Form 5500 filing — R.W. Beckett Profit Sharing And 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 20241011072433NAL0022357473001) for R.W. Beckett Profit Sharing And 401(K) Plan, reported by R.W. Beckett Corporation under EIN 34-0673444 and plan number 001. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011072433NAL0022357473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.W. Beckett Corporation
- EIN
- 34-0673444
- Plan number
- 001
- Location
- North Ridgeville, OH
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,585,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,585,014
- Employer contributions
- $1,344,708
- Participant contributions
- $1,597,496
- Total income / additions
- $7,161,421
- Benefits paid
- $3,843,583
- Administrative expenses
- $21,007
- Total expenses
- $3,877,713
- Net increase / (decrease)
- $3,283,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $11,715 | $0 |
| Highland Consulting Associates | ADVISORY | $9,292 | not reported in the loaded dataset |