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CARL L. BEKOFSKE, STANDING CHAPTER 13 TRUSTEE — CARL L. BEKOFSKE, STANDING CHAPTER 13 TRUSTEE 401K PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240305092434NAL0023490913001
CARL L. BEKOFSKE, STANDING CHAPTER 13 TRUSTEE
Form 5500-SF
FILING_RECEIVED
CARL L. BEKOFSKE, STANDING CHAPTER 13 TRUSTEE 401K PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARL L. BEKOFSKE, STANDING CHAPTER 13 TRUSTEE
.
Find decision makers
Plan sponsor
Name
CARL L. BEKOFSKE, STANDING CHAPTER 13 TRUSTEE
EIN
38-6115651
Address
400 N. SAGINAW ST., STE 331 · FLINT, MI · 48502
Phone
(810) 238-4675
Industry
Professional & Technical Services
see all
Plan administrator
Name
CARL L. BEKOFSKE, STANDING CHAPTER 13 TRUSTEE
EIN
38-6115651
City
FLINT, MI
Phone
(810) 238-4675
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-09-30
Filed
2024-03-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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