Plan5500

Betts Industries, Inc. 401(K) Plan — Form 5500 plan (Betts Industries, 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, Betts Industries, Inc. 401(K) Plan is a benefit plan reported by Betts Industries, Inc. under EIN 25-0928077 and plan number 002. The latest loaded filing year is 2023. The filing reports 312 participants and $46,394,688 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Betts Industries, Inc.
EIN
25-0928077
Plan number
002
Plan type
2
Location
Warren, PA
Latest filing year
2023
Participants
312
End-of-year plan assets
$46,394,688

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20241121071643NAL0000380305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,394,688
Total liabilities (EOY)
$0
Net assets (EOY)
$46,394,688
Net assets (BOY)
$37,860,227

Income & contributions

Employer contributions
$1,374,000
Participant contributions
$1,643,819
Total contributions
$3,496,305
Total income / additions
$11,375,529

Expenses & distributions

Benefits paid
$2,749,697
Administrative expenses
$91,371
Total expenses
$2,841,068
Net increase / (decrease)
$8,534,461

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise Financial Services IncADVISOR$44,272not reported in the loaded dataset2023
Lpl Financial LLCADVISOR$42,523not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,576$02023

Related Form 5500 pages