The Beck Group Retirement Savings Plan — Form 5500 plan (Hcbeck, Ltd.)
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, The Beck Group Retirement Savings Plan is a benefit plan reported by Hcbeck, Ltd. under EIN 75-1731802 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,257 participants and $183,393,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hcbeck, Ltd.
- EIN
- 75-1731802
- Plan number
- 003
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 1,257
- End-of-year plan assets
- $183,393,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,257 | H, C | 20241008091346NAL0017332689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,393,265
- Total liabilities (EOY)
- $21,000
- Net assets (EOY)
- $183,372,265
- Net assets (BOY)
- $172,407,580
Income & contributions
- Employer contributions
- $4,586,531
- Participant contributions
- $8,144,914
- Total contributions
- $13,756,588
- Total income / additions
- $42,326,988
Expenses & distributions
- Benefits paid
- $30,981,917
- Administrative expenses
- $312,287
- Total expenses
- $31,362,303
- Net increase / (decrease)
- $10,964,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $84,172 | $0 | 2023 |
| Creative Planning LLC | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | NONE | $15,450 | not reported in the loaded dataset | 2023 |
| The Lampo Group, Inc. | NONE | $10,157 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hcbeck, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- T Rowe Price Rps Inc — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- The Lampo Group, Inc. — Schedule C compensation