Beardsley Design Associates 401(K) Plan — Form 5500 plan (Beardsley Design Associates, Architecture, Enginee)

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, Beardsley Design Associates 401(K) Plan is a benefit plan reported by Beardsley Design Associates, Architecture, Enginee under EIN 16-1053917 and plan number 002. The latest loaded filing year is 2023. The filing reports 74 participants and $28,021,114 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beardsley Design Associates, Architecture, Enginee
EIN
16-1053917
Plan number
002
Plan type
2
Location
Auburn, NY
Latest filing year
2023
Participants
74
End-of-year plan assets
$28,021,114

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202374I20250514104353NAL0042869906001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$28,021,114
Total liabilities (EOY)
$0
Net assets (EOY)
$28,021,114
Net assets (BOY)
$23,656,227

Income & contributions

Employer contributions
$383,735
Participant contributions
$719,065
Total income / additions
$7,552,603

Expenses & distributions

Benefits paid
$3,180,412
Administrative expenses
$7,304
Total expenses
$3,187,716
Net increase / (decrease)
$4,364,887

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages