Beveridge Business Systems, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Beveridge Business Systems, 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, Beveridge Business Systems, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Beveridge Business Systems, Inc. under EIN 36-3286119 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,064,947 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beveridge Business Systems, Inc.
EIN
36-3286119
Plan number
001
Plan type
2
Location
Barrington, IL
Latest filing year
2023
Participants
3
End-of-year plan assets
$1,064,947

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20240416155215NAL0000969379001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,064,947
Net assets (EOY)
$1,064,947
Net assets (BOY)
$945,508

Income & contributions

Employer contributions
$2,560
Participant contributions
$17,600
Total income / additions
$125,864

Expenses & distributions

Benefits paid
$0
Administrative expenses
$6,425
Total expenses
$6,425
Net increase / (decrease)
$119,439

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages