2023 Form 5500 filing — B&E 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 20250203103407NAL0006910033001) for B&E 401(K) Plan, reported by B&E Resources, LLC under EIN 20-0870140 and plan number 001. It reports 609 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)$5.3MReported net assets$5,348,482
Participants609
Provider compensation$10.5K3 Schedule C row(s)$10,462
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250203103407NAL0006910033001
- Plan sponsor
- B&E Resources, LLC
- EIN
- 20-0870140
- Plan number
- 001
- Location
- Beaumont, TX
- Received date
- not reported in the loaded dataset
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,348,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,348,482
- Employer contributions
- $425,247
- Participant contributions
- $769,359
- Total income / additions
- $1,921,490
- Benefits paid
- $684,808
- Administrative expenses
- $7,240
- Total expenses
- $702,389
- Net increase / (decrease)
- $1,219,101
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loren D. Stark Company | CONTRACT ADMIN | $5,226 | $2,130 |
| Empower Annuity Insurance Co.Of Ame | RECORDKEEPER | $2,250 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $856 | not reported in the loaded dataset |