How big is John Beitel Inc.'s plan?

John Beitel Inc.'s plan reported $721K in assets and 21 participants for 2023.

Original filing (PDF)20240708125038NAL0007919475001

John Beitel Inc.

Name: John Beitel Inc. — John Beitel Inc. 401(k) Profit, Form 5500 (2023)
Creator: John Beitel Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John Beitel Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · John Beitel Inc.'s John Beitel Inc. 401(k) Profit Sharing Plan and Trust held $721K in plan assets for 21 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

People on this filing

Patty Ducoing signed John Beitel Inc.'s 2023 Form 5500 as plan administrator.

Patty Ducoing — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

John Beitel Inc.'s EIN is 11-3528983.

EIN 11-3528983

Plan number 001

Plan year 2023

ACK ID 20240708125038NAL0007919475001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for John Beitel Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

John Beitel Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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