Beyel Brothers, Inc. 401(K) Plan — Form 5500 plan (Beyel Brothers, Inc. 401(K) Plan)
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, Beyel Brothers, Inc. 401(K) Plan is a benefit plan reported by Beyel Brothers, Inc. 401(K) Plan under EIN 59-2937835 and plan number 002. The latest loaded filing year is 2023. The filing reports 429 participants and $8,390,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beyel Brothers, Inc. 401(K) Plan
- EIN
- 59-2937835
- Plan number
- 002
- Plan type
- 2
- Location
- Cocoa, FL
- Latest filing year
- 2023
- Participants
- 429
- End-of-year plan assets
- $8,390,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 429 | H, C | 20241227102342NAL0013870321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,390,366
- Total liabilities (EOY)
- $132
- Net assets (EOY)
- $8,390,234
- Net assets (BOY)
- $6,759,846
Income & contributions
- Employer contributions
- $185,868
- Participant contributions
- $797,194
- Total contributions
- $984,968
- Total income / additions
- $2,203,392
Expenses & distributions
- Benefits paid
- $527,572
- Administrative expenses
- $45,432
- Total expenses
- $573,004
- Net increase / (decrease)
- $1,630,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $35,430 | not reported in the loaded dataset | 2023 |
| Oakstreet Wealth Management | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $2 | $8,060 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beyel Brothers, Inc. 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Cocoa, FL
- Alliance Pension Consultants, LLC — Schedule C compensation
- Oakstreet Wealth Management — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation