Beam Technologies 401(K) Plan — Form 5500 plan (Beam Technologies 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, Beam Technologies 401(K) Plan is a benefit plan reported by Beam Technologies Inc. under EIN 37-1764683 and plan number 001. The latest loaded filing year is 2023. The filing reports 532 participants and $15,628,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beam Technologies Inc.
EIN
37-1764683
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
532
End-of-year plan assets
$15,628,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023532H, C20250131220043NAL0002945889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,628,477
Total liabilities (EOY)
$0
Net assets (EOY)
$15,628,477
Net assets (BOY)
$11,772,000

Income & contributions

Employer contributions
$1,391,819
Participant contributions
$2,704,132
Total contributions
$4,536,693
Total income / additions
$6,862,409

Expenses & distributions

Benefits paid
$2,988,905
Administrative expenses
$17,027
Total expenses
$3,005,932
Net increase / (decrease)
$3,856,477

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Guideline, Inc.RECORDKEEPER$17,027not reported in the loaded dataset2023
Benefit Trust CompanyCUSTODIAN$0$10,0222023

Related Form 5500 pages