2023 Form 5500 filing — Betz Industries, Inc. Retirement Savings 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 20241011092326NAL0021583393003) for Betz Industries, Inc. Retirement Savings Plan, reported by Betz Industries, Inc. under EIN 38-1243090 and plan number 002. It reports 189 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)$17.2MReported net assets$17,162,884

Participants189

Provider compensation$114.9K3 Schedule C row(s)$114,938

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011092326NAL0021583393003
Plan sponsor: Betz Industries, Inc.
EIN: 38-1243090
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)$17.2M total assets

Net assets$17.2MLiabilities$3.3K

Money in vs. money out

Total income / additions$3.2M

Total expenses$2.4M

Benefits paid / distributions$2.3M

Contributions

Employer$88.6K

Participant$698.2K

Full reported line items

Total assets (EOY): $17,166,232
Total liabilities (EOY): $3,348
Net assets (EOY): $17,162,884
Employer contributions: $88,581
Participant contributions: $698,178
Total income / additions: $3,214,128
Benefits paid: $2,251,807
Administrative expenses: $60,517
Total expenses: $2,367,426
Net increase / (decrease): $846,702

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$60.5K
CONTRACT ADMINISTRATOR · Direct $60.5K · Indirect $0
2
Merrill Lynch$41.1K
INVESTMENT ADVISORY · Direct $0 · Indirect $41.1K
3
Helmholdt+Company Llp, Cpas$13.3K
AUDITOR · Direct $13.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011092326NAL0021583393003 cover?: It is the 2023 Form 5500 filing for Betz Industries, Inc. Retirement Savings Plan, reported by Betz Industries, Inc. (EIN 38-1243090).
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).