Beyer Services 401(K) Plan — Form 5500 plan (Beyer Services, 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, Beyer Services 401(K) Plan is a benefit plan reported by Beyer Services, LLC under EIN 82-3840525 and plan number 001. The latest loaded filing year is 2023. The filing reports 460 participants and $18,447,204 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beyer Services, LLC
EIN
82-3840525
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
460
End-of-year plan assets
$18,447,204

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023460H, C20241210152446NAL0020930770001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,447,204
Total liabilities (EOY)
$1,706
Net assets (EOY)
$18,445,498
Net assets (BOY)
$15,434,434

Income & contributions

Employer contributions
$642,288
Participant contributions
$930,992
Total contributions
$1,593,158
Total income / additions
$4,034,663

Expenses & distributions

Benefits paid
$993,870
Administrative expenses
$10,755
Total expenses
$1,023,599
Net increase / (decrease)
$3,011,064

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Management Inc.NONE$10,084not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$6,1972023

Related Form 5500 pages