Beelman 401k Profit Sharing Plan And Trust — Form 5500 plan (Beelman Truck Company)

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, Beelman 401k Profit Sharing Plan And Trust is a benefit plan reported by Beelman Truck Company under EIN 37-1047673 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,141 participants and $38,933,152 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beelman Truck Company
EIN
37-1047673
Plan number
002
Plan type
2
Location
East St. Louis, IL
Latest filing year
2023
Participants
1,141
End-of-year plan assets
$38,933,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,141H, C20240909085122NAL0005281681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,933,152
Total liabilities (EOY)
$0
Net assets (EOY)
$38,933,152
Net assets (BOY)
$30,623,817

Income & contributions

Employer contributions
$1,947,522
Participant contributions
$2,845,047
Total contributions
$5,047,172
Total income / additions
$10,445,141

Expenses & distributions

Benefits paid
$1,886,690
Administrative expenses
$221,498
Total expenses
$2,135,806
Net increase / (decrease)
$8,309,335

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCSERVICE PROVIDER$0$58,3702023
Ascensus C/O FutureplanTHIRD PARTY ADMINISTRATO$32,489not reported in the loaded dataset2023
Stanley, Dirnberger, Hopper AsspSERVICE PROVIDER$0$16,0932023

Related Form 5500 pages