Bentley Systems, Incorporated Profit Sharing/401(K) Plan — Form 5500 plan (Bentley Systems, 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, Bentley Systems, Incorporated Profit Sharing/401(K) Plan is a benefit plan reported by Bentley Systems, Inc. under EIN 95-3936623 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,325 participants and $627,983,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bentley Systems, Inc.
- EIN
- 95-3936623
- Plan number
- 001
- Plan type
- 2
- Location
- Exton, PA
- Latest filing year
- 2023
- Participants
- 2,325
- End-of-year plan assets
- $627,983,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,325 | H, C | 20241015160742NAL0058629954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $627,983,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $627,983,527
- Net assets (BOY)
- $549,808,310
Income & contributions
- Employer contributions
- $5,386,653
- Participant contributions
- $17,153,818
- Total contributions
- $25,698,838
- Total income / additions
- $158,513,549
Expenses & distributions
- Benefits paid
- $79,835,675
- Administrative expenses
- $488,295
- Total expenses
- $80,338,332
- Net increase / (decrease)
- $78,175,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $180,329 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $114,982 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC Dba Captr | NONE | $90,638 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Cowen & Company LLC | NONE | $10,627 | not reported in the loaded dataset | 2023 |
| Abound Wealth Management LLC | NONE | $10,402 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $578 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bentley Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Exton, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation
- Cowen & Company LLC — Schedule C compensation
- Abound Wealth Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation