Who sponsors the B&E 401(K) Plan?

B&E 401(K) Plan is reported as sponsored by B&E Resources, LLC (EIN 20-0870140, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for B&E 401(K) Plan?

The latest Form 5500 filing year loaded for B&E 401(K) Plan is 2023.

How many participants does B&E 401(K) Plan report?

B&E 401(K) Plan reports 609 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for B&E 401(K) Plan?

B&E 401(K) Plan reports $5,348,482 in end-of-year plan assets in its latest loaded Form 5500 filing.

B&E 401(K) Plan — Form 5500 plan (B&E Resources, 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, B&E 401(K) Plan is a benefit plan reported by B&E Resources, LLC under EIN 20-0870140 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $5,348,482 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3MPlan net assets, end of year$5,348,482

Participants609Covered participants reported

Assets / participant$8.8KComputed: assets ÷ participants$8,782 (computed)

Provider compensation$10.5K3 Schedule C provider row(s)$10,462

Plan sponsor: B&E Resources, LLC
EIN: 20-0870140
Plan number: 001
Plan type: 2
Location: Beaumont, TX
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	609	H, C	20250203103407NAL0006910033001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.3M total assets

Net assets$5.3MLiabilities$0

Money in vs. money out

Total income / additions$1.9M

Total expenses$702.4K

Benefits paid / distributions$684.8K

Contributions

Employer$425.2K

Participant$769.4K

Full reported line items

Net assets

Total assets (EOY): $5,348,482
Total liabilities (EOY): $0
Net assets (EOY): $5,348,482
Net assets (BOY): $4,129,381

Income & contributions

Employer contributions: $425,247
Participant contributions: $769,359
Total contributions: $1,268,162
Total income / additions: $1,921,490

Expenses & distributions

Benefits paid: $684,808
Administrative expenses: $7,240
Total expenses: $702,389
Net increase / (decrease): $1,219,101

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Loren D. Stark Company	CONTRACT ADMIN	$5,226	$2,130	2023
Empower Annuity Insurance Co.Of Ame	RECORDKEEPER	$2,250	$0	2023
Empower Advisory Group, LLC	INVESTMENT MGMT	$856	not reported in the loaded dataset	2023