Beshenich Muir & Associates 401(K) Plan — Form 5500 plan (Beshenich Muir & Associates)
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, Beshenich Muir & Associates 401(K) Plan is a benefit plan reported by Beshenich Muir & Associates under EIN 26-3505674 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $10,944,933 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beshenich Muir & Associates
- EIN
- 26-3505674
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $10,944,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20240920164826NAL0007780929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,944,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,944,933
- Net assets (BOY)
- $8,678,746
Income & contributions
- Employer contributions
- $1,200,037
- Participant contributions
- $1,110,766
- Total contributions
- $2,726,703
- Total income / additions
- $4,200,947
Expenses & distributions
- Benefits paid
- $1,900,971
- Administrative expenses
- $33,789
- Total expenses
- $1,934,760
- Net increase / (decrease)
- $2,266,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial | NONE | $112,429 | not reported in the loaded dataset | 2023 |