Beyondtrust Corporation 401k Plan — Form 5500 plan (Beyondtrust Corporation)
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, Beyondtrust Corporation 401k Plan is a benefit plan reported by Beyondtrust Corporation under EIN 20-4000074 and plan number 001. The latest loaded filing year is 2023. The filing reports 997 participants and $88,508,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beyondtrust Corporation
- EIN
- 20-4000074
- Plan number
- 001
- Plan type
- 2
- Location
- Ridgeland, MS
- Latest filing year
- 2023
- Participants
- 997
- End-of-year plan assets
- $88,508,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 997 | H, C | 20241008130836NAL0029949712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,508,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,508,896
- Net assets (BOY)
- $65,977,762
Income & contributions
- Employer contributions
- $4,864,449
- Participant contributions
- $7,877,196
- Total contributions
- $14,468,103
- Total income / additions
- $27,918,193
Expenses & distributions
- Benefits paid
- $5,229,536
- Administrative expenses
- $157,523
- Total expenses
- $5,387,059
- Net increase / (decrease)
- $22,531,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $71,023 | $0 | 2023 |
| Alliant Retirement Services | ADVISOR | $70,000 | not reported in the loaded dataset | 2023 |
| Hlb Gross Collins, P.C. | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beyondtrust Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Ridgeland, MS
- Fidelity Investments Institutional — Schedule C compensation
- Alliant Retirement Services — Schedule C compensation
- Hlb Gross Collins, P.C. — Schedule C compensation