Retirement Plan For Employees Of Beckley Water Company — Form 5500 plan (Beckley Water 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, Retirement Plan For Employees Of Beckley Water Company is a benefit plan reported by Beckley Water Company under EIN 55-0121880 and plan number 001. The latest loaded filing year is 2023. The filing reports 69 participants and $11,945,159 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beckley Water Company
- EIN
- 55-0121880
- Plan number
- 001
- Plan type
- 2
- Location
- Beckley, WV
- Latest filing year
- 2023
- Participants
- 69
- End-of-year plan assets
- $11,945,159
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 69 | I, C | 20240702135502NAL0003603411001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,945,159
- Total liabilities (EOY)
- $18,232
- Net assets (EOY)
- $11,926,927
- Net assets (BOY)
- $11,128,580
Income & contributions
- Employer contributions
- $111,140
- Participant contributions
- $0
- Total income / additions
- $1,527,526
Expenses & distributions
- Benefits paid
- $697,179
- Administrative expenses
- $0
- Total expenses
- $729,179
- Net increase / (decrease)
- $798,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| City National Bank | NONE | $32,000 | not reported in the loaded dataset | 2023 |