2023 Form 5500 filing — Bene Esse Inc. Retirement 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 20241014085346NAL0014666275001) for Bene Esse Inc. Retirement Plan, reported by Bene Esse Inc. under EIN 83-3001807 and plan number 002. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,574,848
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014085346NAL0014666275001
Plan sponsor
Bene Esse Inc.
EIN
83-3001807
Plan number
002
Location
Waterboro, ME
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$505.6K
Total expenses$7.9K
Benefits paid / distributionsNot reported
Contributions
Employer$82.2K
Participant$52K
Full reported line items
Total assets (EOY)
$1,574,848
Net assets (EOY)
$1,574,848
Employer contributions
$82,241
Participant contributions
$52,000
Total income / additions
$505,571
Administrative expenses
$7,944
Total expenses
$7,944
Net increase / (decrease)
$497,627

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014085346NAL0014666275001 cover?
It is the 2023 Form 5500 filing for Bene Esse Inc. Retirement Plan, reported by Bene Esse Inc. (EIN 83-3001807).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages