2023 Form 5500 filing — Beekman 1802, Inc. 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 20241015150548NAL0030097249001) for Beekman 1802, Inc. 401(K) Plan, reported by Beekman 1802, Inc. under EIN 82-4711315 and plan number 001. It reports 212 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)$4MReported net assets$4,043,363
Participants212
Provider compensation$19K2 Schedule C row(s)$18,996
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015150548NAL0030097249001
Plan sponsor
Beekman 1802, Inc.
EIN
82-4711315
Plan number
001
Location
Schenectady, NY
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)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$330.9K
Benefits paid / distributions$309.8K
Contributions
Employer$306K
Participant$546.1K
Full reported line items
Total assets (EOY)
$4,043,363
Total liabilities (EOY)
$0
Net assets (EOY)
$4,043,363
Employer contributions
$305,960
Participant contributions
$546,150
Total income / additions
$1,447,056
Benefits paid
$309,816
Administrative expenses
$18,996
Total expenses
$330,946
Net increase / (decrease)
$1,116,110
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $10.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $8.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015150548NAL0030097249001 cover?
It is the 2023 Form 5500 filing for Beekman 1802, Inc. 401(K) Plan, reported by Beekman 1802, Inc. (EIN 82-4711315).
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