Beene Holdings, Inc. Retirement Plan — Form 5500 plan (Beene Holdings, Inc.)

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, Beene Holdings, Inc. Retirement Plan is a benefit plan reported by Beene Holdings, Inc. under EIN 62-0520388 and plan number 004. The latest loaded filing year is 2023. The filing reports 254 participants and $8,739,398 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beene Holdings, Inc.
EIN
62-0520388
Plan number
004
Plan type
2
Location
Athens, TN
Latest filing year
2023
Participants
254
End-of-year plan assets
$8,739,398

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H, C20250611084458NAL0015594497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,739,398
Total liabilities (EOY)
$0
Net assets (EOY)
$8,739,398
Net assets (BOY)
$7,980,314

Income & contributions

Employer contributions
$182,647
Participant contributions
$296,736
Total contributions
$479,383
Total income / additions
$1,638,092

Expenses & distributions

Benefits paid
$877,758
Administrative expenses
$1,250
Total expenses
$879,008
Net increase / (decrease)
$759,084

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rather & Kittrell, Inc.SERVICE PROVIDER$0$30,6582023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$1,250$02023

Related Form 5500 pages