Plan5500

Beasley Mezzanine Holdings, LLC 401(K) Plan — Form 5500 plan (Beasley Mezzaanine Holdings, LLC)

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, Beasley Mezzanine Holdings, LLC 401(K) Plan is a benefit plan reported by Beasley Mezzaanine Holdings, LLC under EIN 59-3614163 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,537 participants and $107,986,278 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beasley Mezzaanine Holdings, LLC
EIN
59-3614163
Plan number
001
Plan type
2
Location
Naples, FL
Latest filing year
2023
Participants
1,537
End-of-year plan assets
$107,986,278

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,537H, C20241004122336NAL0005686483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$107,986,278
Total liabilities (EOY)
$0
Net assets (EOY)
$107,986,278
Net assets (BOY)
$93,483,751

Income & contributions

Employer contributions
$138
Participant contributions
$6,281,955
Total contributions
$6,794,230
Total income / additions
$22,845,817

Expenses & distributions

Benefits paid
$8,148,274
Administrative expenses
$195,016
Total expenses
$8,343,290
Net increase / (decrease)
$14,502,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCNONE$89,450not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$88,995$02023
Vanguard Advisers Inc.NONE$18,521not reported in the loaded dataset2023

Related Form 5500 pages