R.W. Beckett Profit Sharing And 401(K) Plan — Form 5500 plan (R.W. Beckett Corporation)
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, R.W. Beckett Profit Sharing And 401(K) Plan is a benefit plan reported by R.W. Beckett Corporation under EIN 34-0673444 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $36,585,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R.W. Beckett Corporation
- EIN
- 34-0673444
- Plan number
- 001
- Plan type
- 2
- Location
- North Ridgeville, OH
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $36,585,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20241011072433NAL0022357473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,585,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,585,014
- Net assets (BOY)
- $33,301,306
Income & contributions
- Employer contributions
- $1,344,708
- Participant contributions
- $1,597,496
- Total contributions
- $3,092,269
- Total income / additions
- $7,161,421
Expenses & distributions
- Benefits paid
- $3,843,583
- Administrative expenses
- $21,007
- Total expenses
- $3,877,713
- Net increase / (decrease)
- $3,283,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $11,715 | $0 | 2023 |
| Highland Consulting Associates | ADVISORY | $9,292 | not reported in the loaded dataset | 2023 |