Bette & Cring, LLC Retirement Plan & Trust — Form 5500 plan (Bette & Cring, LLC)

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, Bette & Cring, LLC Retirement Plan & Trust is a benefit plan reported by Bette & Cring, LLC under EIN 16-1562780 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $47,183,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bette & Cring, LLC
EIN
16-1562780
Plan number
001
Plan type
2
Location
Latham, NY
Latest filing year
2023
Participants
275
End-of-year plan assets
$47,183,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20240919090104NAL0005668353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,183,500
Total liabilities (EOY)
$0
Net assets (EOY)
$47,183,500
Net assets (BOY)
$42,174,562

Income & contributions

Employer contributions
$1,320,564
Participant contributions
$1,015,979
Total contributions
$2,336,543
Total income / additions
$9,255,551

Expenses & distributions

Benefits paid
$4,215,822
Administrative expenses
$30,791
Total expenses
$4,246,613
Net increase / (decrease)
$5,008,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nbt BankNONE$14,791not reported in the loaded dataset2023
Teal, Becker & Chiaramonte Cpas PcNONE$14,500not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$11,5702023
Charles Schwab & Co., Inc.NONE$0$02023
Epic Retirement Plan ServicesNONE$0$02023

Related Form 5500 pages