Original filing (PDF)20240906085304NAL0001078433001

JOHN F. BEESE CO.

Name: JOHN F. BEESE CO. — JOHN F. BEESE JR. S/E PLAN, Form 5500 (2023)
Creator: JOHN F. BEESE CO.

Form 5500-SF

FILING_RECEIVED

JOHN F. BEESE JR. S/E PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

JOHN F. BEESE CO.

EIN

34-1011159

Address

486 EAST TURKEYFOOT LAKE ROAD · AKRON, OH · 443192269

Phone

(330) 896-2225

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-30

Filed

2024-09-06

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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