How big is RA Beall LLC's plan?

RA Beall LLC's plan reported $50K in assets and 50 participants for 2022.

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Original filing (PDF)20230811132554NAL0060041842001

RA Beall LLC

Name: RA Beall LLC — Form 5500 (2022)
Creator: RA Beall LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RA Beall LLC

401(k) retirement plan · RA Beall LLC held $50K in plan assets for 50 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

People on this filing

Shirley Horner signed RA Beall LLC's 2022 Form 5500 as plan administrator.

Shirley Horner — 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

RA Beall LLC's EIN is 84-3126738.

EIN 84-3126738

Plan number 001

Plan year 2022

ACK ID 20230811132554NAL0060041842001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for RA Beall LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

RA Beall LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

RA BEALL LLC

EIN

all filings

Address

64 PROGRESS AVE · CRANBERRY TWP, PA · 16066

Phone

(330) 565-7629

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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