Beisser'S, Inc. Retirement Plan — Form 5500 plan (Beisser'S, 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, Beisser'S, Inc. Retirement Plan is a benefit plan reported by Beisser'S, Inc. under EIN 42-0985105 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $16,456,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beisser'S, Inc.
EIN
42-0985105
Plan number
001
Plan type
2
Location
Grimes, IA
Latest filing year
2023
Participants
179
End-of-year plan assets
$16,456,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20240725105208NAL0014329777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,456,687
Total liabilities (EOY)
$0
Net assets (EOY)
$16,456,687
Net assets (BOY)
$13,341,074

Income & contributions

Employer contributions
$289,591
Participant contributions
$1,010,651
Total contributions
$1,356,245
Total income / additions
$3,945,500

Expenses & distributions

Benefits paid
$747,223
Administrative expenses
$82,664
Total expenses
$829,887
Net increase / (decrease)
$3,115,613

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$36,686$8,4982023
Securities America Advisors, Inc.NONE$28,652not reported in the loaded dataset2023
Rsm Us LlpNONE$17,324not reported in the loaded dataset2023

Related Form 5500 pages