Original filing (PDF)20240708125038NAL0007919475001

JOHN BEITEL INC

Name: JOHN BEITEL INC — JOHN BEITEL INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: JOHN BEITEL INC

Form 5500-SF

FILING_RECEIVED

JOHN BEITEL INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN BEITEL INC.

Plan sponsor

Name

JOHN BEITEL INC

EIN

11-3528983

Address

39 YAPHANK AVENUE · BROOKHAVEN, NY · 11719

Phone

(631) 286-4131

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

FAMILY HEIRLOOMS, INC.

FAMILY HEIRLOOMS, INC. SAFE HARBOR 401(K) PLAN

$721K · 2 participants

CFB OUTDOORS, INC.

CFB OUTDOORS, INC. 401(K) PLAN

$721K · 35 participants

VALOR LANDSCAPE, INC.

VALOR LANDSCAPE, INC. 401(K) PLAN

$721K · 30 participants

WORLD TREE SERVICE, INC. DBA SMALL WORLD TREE CO.

WORLD TREE SERVICE, INC. 401(K) PLAN

$722K · 5 participants

LMS LANDSCAPE MANAGEMENT SERVICES, LLC

LMS LANDSCAPE MANAGEMENT SERVICES, LLC SALARY SAVINGS PLAN