Betenbough Companies Employee Stock Ownership Plan — Form 5500 plan (Betenbough Companies, Pbc)
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, Betenbough Companies Employee Stock Ownership Plan is a benefit plan reported by Betenbough Companies, Pbc under EIN 75-2770236 and plan number 002. The latest loaded filing year is 2023. The filing reports 387 participants and $338,212,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Betenbough Companies, Pbc
- EIN
- 75-2770236
- Plan number
- 002
- Plan type
- 2
- Location
- Lubbock, TX
- Latest filing year
- 2023
- Participants
- 387
- End-of-year plan assets
- $338,212,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 387 | H | 20241007084122NAL0014943281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $338,212,539
- Total liabilities (EOY)
- $115,402,149
- Net assets (EOY)
- $222,810,390
- Net assets (BOY)
- $277,584,993
Income & contributions
- Employer contributions
- $2,992,541
- Total contributions
- $2,992,541
- Total income / additions
- -$7,394,506
Expenses & distributions
- Benefits paid
- $45,902,292
- Administrative expenses
- $0
- Total expenses
- $47,380,097
- Net increase / (decrease)
- -$54,774,603
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.