2023 Form 5500 filing — Beta Corporation 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 20241015120202NAL0014563075015) for Beta Corporation 401 K Plan, reported by Beta Corporation under EIN 42-1489293 and plan number 002. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,665,933
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015120202NAL0014563075015
Plan sponsor
Beta Corporation
EIN
42-1489293
Plan number
002
Location
Romney, WV
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)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$79.1K
Total expenses$72.4K
Benefits paid / distributions$72.4K
Contributions
Employer$19.9K
Participant$30K
Full reported line items
Total assets (EOY)
$1,665,933
Net assets (EOY)
$1,665,933
Employer contributions
$19,950
Participant contributions
$30,000
Total income / additions
$79,115
Benefits paid
$72,410
Total expenses
$72,410
Net increase / (decrease)
$6,705

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015120202NAL0014563075015 cover?
It is the 2023 Form 5500 filing for Beta Corporation 401 K Plan, reported by Beta Corporation (EIN 42-1489293).
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