Beauchamp Distributing Company 401(K) Profit Sharing Plan — Form 5500 plan (Beauchamp Distributing Company)
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, Beauchamp Distributing Company 401(K) Profit Sharing Plan is a benefit plan reported by Beauchamp Distributing Company under EIN 95-2743446 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $7,061,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beauchamp Distributing Company
- EIN
- 95-2743446
- Plan number
- 001
- Plan type
- 2
- Location
- Compton, CA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $7,061,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241015145150NAL0016675747002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,061,551
- Net assets (EOY)
- $7,061,551
- Net assets (BOY)
- $6,813,881
Income & contributions
- Employer contributions
- $52,918
- Participant contributions
- $361,169
- Total contributions
- $414,087
- Total income / additions
- $1,132,340
Expenses & distributions
- Benefits paid
- $820,116
- Administrative expenses
- $51,644
- Total expenses
- $884,670
- Net increase / (decrease)
- $247,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wade Financial Advisory, Inc. | INVESTMENT/FINANCIAL ADVI | $13,284 | $0 | 2023 |
| Hilltop Securities Inc. | INVESTMENT ADVISOR | $9,792 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $7,404 | $0 | 2023 |