Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement Plan — Form 5500 plan (Harold Beck & Sons, Inc.)

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, Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement Plan is a benefit plan reported by Harold Beck & Sons, Inc. under EIN 23-1572268 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $66,438,724 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harold Beck & Sons, Inc.
EIN
23-1572268
Plan number
001
Plan type
2
Location
Newtown, PA
Latest filing year
2023
Participants
162
End-of-year plan assets
$66,438,724

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20250813084908NAL0007969811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,438,724
Total liabilities (EOY)
$0
Net assets (EOY)
$66,438,724
Net assets (BOY)
$56,834,225

Income & contributions

Employer contributions
$960,031
Participant contributions
$925,215
Total contributions
$2,077,560
Total income / additions
$12,904,720

Expenses & distributions

Benefits paid
$3,245,973
Administrative expenses
$42,519
Total expenses
$3,300,221
Net increase / (decrease)
$9,604,499

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$41,011$02023
Ramond James & Associates, IncINVESTMENT ADVISORY$1,507not reported in the loaded dataset2023

Related Form 5500 pages