2023 Form 5500 filing — Beam Longest Neff Inc. Profit Sharing 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 20241014143712NAL0026428929001) for Beam Longest Neff Inc. Profit Sharing Plan, reported by Beam Longest Neff Inc. under EIN 35-2031487 and plan number 001. It reports 252 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)$34MReported net assets$34,038,203
Participants252
Provider compensation$91.8K1 Schedule C row(s)$91,792
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014143712NAL0026428929001
Plan sponsor
Beam Longest Neff Inc.
EIN
35-2031487
Plan number
001
Location
Indianapolis, IN
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)$34M total assets
Net assets$34MLiabilities$0
Money in vs. money out
Total income / additions$7.9M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$763.6K
Participant$1.6M
Full reported line items
Total assets (EOY)
$34,038,203
Total liabilities (EOY)
$0
Net assets (EOY)
$34,038,203
Employer contributions
$763,618
Participant contributions
$1,640,708
Total income / additions
$7,929,661
Benefits paid
$2,339,125
Administrative expenses
$673
Total expenses
$2,339,798
Net increase / (decrease)
$5,589,863
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $897 · Indirect $90.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014143712NAL0026428929001 cover?
It is the 2023 Form 5500 filing for Beam Longest Neff Inc. Profit Sharing Plan, reported by Beam Longest Neff Inc. (EIN 35-2031487).
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