Beacon Sales Acquisition, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Beacon Sales Acquisition, 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, Beacon Sales Acquisition, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Beacon Sales Acquisition, Inc. under EIN 36-4173366 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,703 participants and $573,191,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beacon Sales Acquisition, Inc.
- EIN
- 36-4173366
- Plan number
- 001
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
- Participants
- 8,703
- End-of-year plan assets
- $573,191,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,703 | H, C | 20240628121014NAL0000915952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $573,191,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $573,191,382
- Net assets (BOY)
- $469,930,508
Income & contributions
- Employer contributions
- $15,855,377
- Participant contributions
- $41,733,376
- Total contributions
- $67,189,130
- Total income / additions
- $158,519,920
Expenses & distributions
- Benefits paid
- $54,498,912
- Administrative expenses
- $703,097
- Total expenses
- $55,259,046
- Net increase / (decrease)
- $103,260,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $610,034 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $60,563 | not reported in the loaded dataset | 2023 |
| Sc&H Attest Services, P.C. | AUDITOR | $22,500 | not reported in the loaded dataset | 2023 |
| Bdo Usa, Llp | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beacon Sales Acquisition, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Herndon, VA
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Sc&H Attest Services, P.C. — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation