Bkt-Shd Employee Savings & Retirement Plan — Form 5500 plan (Beckett Collectibles 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, Bkt-Shd Employee Savings & Retirement Plan is a benefit plan reported by Beckett Collectibles Holdings, LLC under EIN 61-1738641 and plan number 002. The latest loaded filing year is 2023. The filing reports 593 participants and $13,552,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beckett Collectibles Holdings, LLC
EIN
61-1738641
Plan number
002
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
593
End-of-year plan assets
$13,552,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023593H, C20240919104811NAL0003474819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,552,227
Total liabilities (EOY)
$0
Net assets (EOY)
$13,552,227
Net assets (BOY)
$10,174,407

Income & contributions

Employer contributions
$538,392
Participant contributions
$1,486,567
Total contributions
$2,373,965
Total income / additions
$4,478,445

Expenses & distributions

Benefits paid
$1,002,748
Administrative expenses
$69,352
Total expenses
$1,100,625
Net increase / (decrease)
$3,377,820

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$46,390$02023
Alpha Capital Management Group LLCINVESTMENT ADVISOR$22,962not reported in the loaded dataset2023

Related Form 5500 pages