2023 Form 5500 filing — Beene Holdings, Inc. Retirement 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 20250611084458NAL0015594497001) for Beene Holdings, Inc. Retirement Plan, reported by Beene Holdings, Inc. under EIN 62-0520388 and plan number 004. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250611084458NAL0015594497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beene Holdings, Inc.
- EIN
- 62-0520388
- Plan number
- 004
- Location
- Athens, TN
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,739,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,739,398
- Employer contributions
- $182,647
- Participant contributions
- $296,736
- Total income / additions
- $1,638,092
- Benefits paid
- $877,758
- Administrative expenses
- $1,250
- Total expenses
- $879,008
- Net increase / (decrease)
- $759,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rather & Kittrell, Inc. | SERVICE PROVIDER | $0 | $30,658 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $1,250 | $0 |