How big is The Beverly Group, Inc.'s plan?

The Beverly Group, Inc.'s plan reported $1.7M in assets and 2 participants for 2023.

Original filing (PDF)20240812172530NAL0005286867001

The Beverly Group, Inc.

Name: The Beverly Group, Inc. — The Beverly Group, Inc., Form 5500 (2023)
Creator: The Beverly Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Beverly Group, Inc. 401(k) Plan

401(k) retirement plan · The Beverly Group, Inc.'s The Beverly Group, Inc. 401(k) Plan held $1.7M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kevin Whelan signed The Beverly Group, Inc.'s 2023 Form 5500 as plan administrator.

Kevin Whelan — 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

The Beverly Group, Inc.'s EIN is 68-0038696.

EIN 68-0038696

Plan number 001

Plan year 2023

ACK ID 20240812172530NAL0005286867001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Beverly Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Beverly Group, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BEVERLY GROUP, 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

Helping the score