Beer & Slabaugh, Inc. Deferred Profit Sharing 401(K) Plan — Form 5500 plan (Beer & Slabaugh, 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, Beer & Slabaugh, Inc. Deferred Profit Sharing 401(K) Plan is a benefit plan reported by Beer & Slabaugh, Inc. under EIN 35-1016793 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $17,118,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beer & Slabaugh, Inc.
- EIN
- 35-1016793
- Plan number
- 001
- Plan type
- 3
- Location
- Nappanee, IN
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $17,118,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240719085850NAL0011641616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,118,082
- Total liabilities (EOY)
- $230
- Net assets (EOY)
- $17,117,852
- Net assets (BOY)
- $14,495,624
Income & contributions
- Employer contributions
- $285,333
- Participant contributions
- $413,329
- Total contributions
- $716,784
- Total income / additions
- $2,997,689
Expenses & distributions
- Benefits paid
- $324,746
- Administrative expenses
- $47,487
- Total expenses
- $375,461
- Net increase / (decrease)
- $2,622,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $34,134 | $0 | 2023 |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beer & Slabaugh, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Nappanee, IN
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation