Bete Fog Nozzle, Inc. Retirement Program — Form 5500 plan (Bete Fog Nozzle, Inc.)

Plain-English plan 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, Bete Fog Nozzle, Inc. Retirement Program is a benefit plan reported by Bete Fog Nozzle, Inc. under EIN 04-2081490 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $16,097,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bete Fog Nozzle, Inc.
EIN
04-2081490
Plan number
001
Plan type
2
Location
Greenfield, MA
Latest filing year
2023
Participants
204
End-of-year plan assets
$16,097,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241017123548NAL0063630914001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,097,702
Total liabilities (EOY)
$4,282
Net assets (EOY)
$16,093,420
Net assets (BOY)
$13,592,389

Income & contributions

Employer contributions
$205,689
Participant contributions
$840,302
Total contributions
$1,172,938
Total income / additions
$3,780,021

Expenses & distributions

Benefits paid
$1,242,389
Administrative expenses
$36,601
Total expenses
$1,278,990
Net increase / (decrease)
$2,501,031

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D Jones & Co LpINVESTMENT ADVISOR$35,316not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$1,285$02023

Related Form 5500 pages