2023 Form 5500 filing — Beckhoff Automation 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 20241014093918NAL0044013872001) for Beckhoff Automation 401(K) Plan, reported by Beckhoff Automation, LLC under EIN 52-2124363 and plan number 001. It reports 236 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)$35MReported net assets$34,964,118
Participants236
Provider compensation$73.6K3 Schedule C row(s)$73,589
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014093918NAL0044013872001
Plan sponsor
Beckhoff Automation, LLC
EIN
52-2124363
Plan number
001
Location
Savage, MN
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)$35M total assets
Net assets$35MLiabilities$0
Money in vs. money out
Total income / additions$10.2M
Total expenses$1.1M
Benefits paid / distributions$991.6K
Contributions
Employer$1.8M
Participant$2.8M
Full reported line items
Total assets (EOY)
$34,964,118
Total liabilities (EOY)
$0
Net assets (EOY)
$34,964,118
Employer contributions
$1,751,091
Participant contributions
$2,845,150
Total income / additions
$10,196,723
Benefits paid
$991,618
Administrative expenses
$73,589
Total expenses
$1,065,207
Net increase / (decrease)
$9,131,516
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $38.4K · Indirect $0
  2. 2
    ADVISOR · Direct $25K
  3. 3
    ADVISOR · Direct $10.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014093918NAL0044013872001 cover?
It is the 2023 Form 5500 filing for Beckhoff Automation 401(K) Plan, reported by Beckhoff Automation, LLC (EIN 52-2124363).
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).

Related Form 5500 pages