How big is BETA Design Group PC's plan?

BETA Design Group PC's plan reported $373K in assets and 2 participants for 2022.

Original filing (PDF)20230508092221NAL0051519410001

BETA Design Group PC

Name: BETA Design Group PC — BETA Design Group PC 401(k), Form 5500 (2022)
Creator: BETA Design Group PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BETA Design Group PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · BETA Design Group PC's BETA Design Group PC 401(k) Profit Sharing Plan & Trust held $373K in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

People on this filing

E. Michael Shackley signed BETA Design Group PC's 2022 Form 5500 as plan administrator.

E. Michael Shackley — 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

BETA Design Group PC's EIN is 58-2009399.

EIN 58-2009399

Plan number 001

Plan year 2022

ACK ID 20230508092221NAL0051519410001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for BETA Design Group PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

BETA Design Group PC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 BETA DESIGN GROUP PC.

Finding similar companies…

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