Beyond 401(K) Plan — Form 5500 plan (Beyond, 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, Beyond 401(K) Plan is a benefit plan reported by Beyond, Inc. under EIN 87-0634302 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,824 participants and $139,344,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beyond, Inc.
EIN
87-0634302
Plan number
001
Plan type
2
Location
Midvale, UT
Latest filing year
2023
Participants
1,824
End-of-year plan assets
$139,344,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,824H, C20241010142950NAL0021250033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,344,338
Total liabilities (EOY)
$2
Net assets (EOY)
$139,344,336
Net assets (BOY)
$114,763,261

Income & contributions

Employer contributions
$4,969,961
Participant contributions
$7,287,425
Total contributions
$13,459,394
Total income / additions
$39,474,109

Expenses & distributions

Benefits paid
$14,754,346
Administrative expenses
$138,688
Total expenses
$14,893,034
Net increase / (decrease)
$24,581,075

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$102,634$02023
Global Retirement Partners LLCADVISOR$37,500not reported in the loaded dataset2023

Related Form 5500 pages