Bessemer Trust Company 401k And Profit Sharing Plan — Form 5500 plan (Bessemer Trust Company)
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, Bessemer Trust Company 401k And Profit Sharing Plan is a benefit plan reported by Bessemer Trust Company under EIN 22-0770670 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,473 participants and $637,203,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bessemer Trust Company
- EIN
- 22-0770670
- Plan number
- 002
- Plan type
- 2
- Location
- Woodbridge, NJ
- Latest filing year
- 2023
- Participants
- 1,473
- End-of-year plan assets
- $637,203,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,473 | H | 20240930151838NAL0005718961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $637,203,299
- Total liabilities (EOY)
- $1,036,677
- Net assets (EOY)
- $636,166,622
- Net assets (BOY)
- $525,265,814
Income & contributions
- Employer contributions
- $30,349,714
- Participant contributions
- $14,731,725
- Total contributions
- $47,460,364
- Total income / additions
- $138,870,168
Expenses & distributions
- Benefits paid
- $27,969,360
- Administrative expenses
- $0
- Total expenses
- $27,969,360
- Net increase / (decrease)
- $110,900,808
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.