2023 Form 5500 filing — Bentler & Associates, Inc. Defined Benefit Pension 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 20241015183033NAL0030633121001) for Bentler & Associates, Inc. Defined Benefit Pension Plan, reported by Bentler & Associates, Inc. under EIN 95-4769265 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,425,463
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015183033NAL0030633121001
Plan sponsor
Bentler & Associates, Inc.
EIN
95-4769265
Plan number
002
Location
Irvine, CA
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)$2.4M total assets
Net assets$2.4MLiabilities
Money in vs. money out
Total income / additions$235.8K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$2,425,463
Net assets (EOY)
$2,425,463
Total income / additions
$235,762
Total expenses
$0
Net increase / (decrease)
$235,762

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015183033NAL0030633121001 cover?
It is the 2023 Form 5500 filing for Bentler & Associates, Inc. Defined Benefit Pension Plan, reported by Bentler & Associates, Inc. (EIN 95-4769265).
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