2023 Form 5500 filing — Beyond Finance, LLC 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 20241015185715NAL0029437393001) for Beyond Finance, LLC 401(K) Plan, reported by Beyond Finance, LLC under EIN 27-4222275 and plan number 001. It reports 1,279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185715NAL0029437393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beyond Finance, LLC
- EIN
- 27-4222275
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 1,279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,815,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,815,353
- Employer contributions
- $2,959,974
- Participant contributions
- $5,959,418
- Total income / additions
- $14,470,632
- Benefits paid
- $3,013,214
- Administrative expenses
- $120,884
- Total expenses
- $3,144,073
- Net increase / (decrease)
- $11,326,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $16,199 | $26,453 |
| Channel Wealth | INVESTMENT ADVISORY | $0 | $30,780 |
| Wilshire Associates | INVESTMENT ADVISORY | $0 | $9,303 |