Harold Beck & Sons, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Harold Beck & Sons, Inc. under EIN 23-1572268 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $23,430,200 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
- 002
- Plan type
- 2
- Location
- Newtown, PA
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $23,430,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H | 20250813085118NAL0007972307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,430,200
- Total liabilities (EOY)
- $29,269,636
- Net assets (EOY)
- -$5,839,436
- Net assets (BOY)
- -$14,109,700
Income & contributions
- Employer contributions
- $2,137,798
- Total contributions
- $2,137,798
- Total income / additions
- $8,947,998
Expenses & distributions
- Benefits paid
- $93,670
- Administrative expenses
- $200
- Total expenses
- $677,734
- Net increase / (decrease)
- $8,270,264
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.