B.E.A.T., LLC 401(K) Plan — Form 5500 plan (B.E.A.T., 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, B.E.A.T., LLC 401(K) Plan is a benefit plan reported by B.E.A.T., LLC under EIN 61-1591002 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $8,320,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B.E.A.T., LLC
EIN
61-1591002
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
256
End-of-year plan assets
$8,320,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20240522163012NAL0002203635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,320,952
Total liabilities (EOY)
$0
Net assets (EOY)
$8,320,952
Net assets (BOY)
$6,456,323

Income & contributions

Employer contributions
$462,785
Participant contributions
$1,069,009
Total contributions
$1,677,362
Total income / additions
$2,912,200

Expenses & distributions

Benefits paid
$1,010,804
Administrative expenses
$36,767
Total expenses
$1,047,571
Net increase / (decrease)
$1,864,629

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost BankADVISOR$17,339not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,941$02023

Related Form 5500 pages