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BEAM TECHNOLOGIES RETIREMENT TRUST 401k Plan overview

Plan NameBEAM TECHNOLOGIES RETIREMENT TRUST
Plan identification number 001

BEAM TECHNOLOGIES RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BEAM TECHNOLOGIES LLC has sponsored the creation of one or more 401k plans.

Company Name:BEAM TECHNOLOGIES LLC
Employer identification number (EIN):371764683
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEAM TECHNOLOGIES RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01QIAN LIU
0012023-01-01QIAN LIU
0012022-01-01
0012022-01-01CHRISTINE RIMER
0012021-01-01
0012021-01-01CHRISTINE RIMER
0012020-01-01
0012019-01-01CAROL HO2021-10-09
0012018-01-01CAROL HO2019-07-24
0012017-01-01CAROL HO2018-07-27
0012016-01-01CAROL HO2017-07-24
0012015-01-01PLAN SPONSOR2016-07-04

Plan Statistics for BEAM TECHNOLOGIES RETIREMENT TRUST

401k plan membership statisitcs for BEAM TECHNOLOGIES RETIREMENT TRUST

Measure Date Value
2022: BEAM TECHNOLOGIES RETIREMENT TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01436
Total number of active participants reported on line 7a of the Form 55002022-01-01400
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01181
Total of all active and inactive participants2022-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01582
Number of participants with account balances2022-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BEAM TECHNOLOGIES RETIREMENT TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01305
Total number of active participants reported on line 7a of the Form 55002021-01-01316
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01133
Total of all active and inactive participants2021-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01452
Number of participants with account balances2021-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BEAM TECHNOLOGIES RETIREMENT TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01281
Total number of active participants reported on line 7a of the Form 55002020-01-01239
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01305
Number of participants with account balances2020-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on BEAM TECHNOLOGIES RETIREMENT TRUST

Measure Date Value
2023 : BEAM TECHNOLOGIES RETIREMENT TRUST 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$6,862,409
Total of all expenses incurred2023-01-01$3,005,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,988,905
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Value of total corrective distributions2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$4,536,693
Value of total assets at end of year2023-01-01$15,628,477
Value of total assets at beginning of year2023-01-01$11,772,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$17,027
Total interest from all sources2023-01-01$13,437
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$346,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$346,822
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Amount of non-exempt transactions with any party-in-interest2023-01-01$0
Contributions received from participants2023-01-01$2,704,132
Participant contributions at end of year2023-01-01$253,047
Participant contributions at beginning of year2023-01-01$199,607
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$440,742
Other income not declared elsewhere2023-01-01$3,112
Administrative expenses (other) incurred2023-01-01$0
Total non interest bearing cash at end of year2023-01-01$25,576
Total non interest bearing cash at beginning of year2023-01-01$21,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,856,477
Value of net assets at end of year (total assets less liabilities)2023-01-01$15,628,477
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$11,772,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$10,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$15,349,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$11,451,886
Interest on participant loans2023-01-01$13,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,962,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,391,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,988,905
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CBIZ CPA'S P.C.
Accountancy firm EIN2023-01-01431947695
2022 : BEAM TECHNOLOGIES RETIREMENT TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$3,288,642
Total of all expenses incurred2022-12-31$1,873,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,863,107
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$1,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,245,859
Value of total assets at end of year2022-12-31$11,772,000
Value of total assets at beginning of year2022-12-31$10,357,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,181
Total interest from all sources2022-12-31$5,779
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$239,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$239,212
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Amount of non-exempt transactions with any party-in-interest2022-12-31$0
Contributions received from participants2022-12-31$2,832,231
Participant contributions at end of year2022-12-31$199,607
Participant contributions at beginning of year2022-12-31$86,483
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$835,803
Other income not declared elsewhere2022-12-31$787
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$21,318
Total non interest bearing cash at beginning of year2022-12-31$18,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,414,841
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,772,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,357,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$9,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,451,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,249,259
Interest on participant loans2022-12-31$5,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$99,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,202,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,577,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,863,107
Contract administrator fees2022-12-31$102
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$3,288,642
Total of all expenses incurred2022-01-01$1,873,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,863,107
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Value of total corrective distributions2022-01-01$1,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$5,245,859
Value of total assets at end of year2022-01-01$11,772,000
Value of total assets at beginning of year2022-01-01$10,357,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$9,181
Total interest from all sources2022-01-01$5,779
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$239,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$239,212
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Amount of non-exempt transactions with any party-in-interest2022-01-01$0
Contributions received from participants2022-01-01$2,832,231
Participant contributions at end of year2022-01-01$199,607
Participant contributions at beginning of year2022-01-01$86,483
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$835,803
Other income not declared elsewhere2022-01-01$787
Administrative expenses (other) incurred2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$21,318
Total non interest bearing cash at beginning of year2022-01-01$18,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$1,414,841
Value of net assets at end of year (total assets less liabilities)2022-01-01$11,772,000
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$10,357,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$9,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$11,451,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$10,249,259
Interest on participant loans2022-01-01$5,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$99,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,202,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,577,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,863,107
Contract administrator fees2022-01-01$102
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-01-01431947695
2021 : BEAM TECHNOLOGIES RETIREMENT TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,216,748
Total of all expenses incurred2021-12-31$2,112,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,108,081
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,946,259
Value of total assets at end of year2021-12-31$10,357,159
Value of total assets at beginning of year2021-12-31$7,253,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,882
Total interest from all sources2021-12-31$3,064
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$187,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$187,951
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Amount of non-exempt transactions with any party-in-interest2021-12-31$0
Contributions received from participants2021-12-31$1,997,164
Participant contributions at end of year2021-12-31$86,483
Participant contributions at beginning of year2021-12-31$26,441
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$821,220
Other income not declared elsewhere2021-12-31$-1
Administrative expenses (other) incurred2021-12-31$1,600
Total non interest bearing cash at end of year2021-12-31$18,484
Total non interest bearing cash at beginning of year2021-12-31$-2,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,103,785
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,357,159
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,253,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$3,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,249,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,228,024
Interest on participant loans2021-12-31$3,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,079,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,127,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,108,081
Contract administrator fees2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : BEAM TECHNOLOGIES RETIREMENT TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,313,977
Total of all expenses incurred2020-12-31$936,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$932,026
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,340,794
Value of total assets at end of year2020-12-31$7,253,374
Value of total assets at beginning of year2020-12-31$3,875,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,107
Total interest from all sources2020-12-31$858
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$111,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$111,398
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,619,638
Participant contributions at end of year2020-12-31$26,441
Participant contributions at beginning of year2020-12-31$11,768
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$804,961
Other income not declared elsewhere2020-12-31$552
Administrative expenses (other) incurred2020-12-31$2,750
Total non interest bearing cash at end of year2020-12-31$-2,640
Total non interest bearing cash at beginning of year2020-12-31$130,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,377,844
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,253,374
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,875,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,228,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,729,799
Interest on participant loans2020-12-31$858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$860,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$916,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$932,026
Contract administrator fees2020-12-31$86
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695

Form 5500 Responses for BEAM TECHNOLOGIES RETIREMENT TRUST

2022: BEAM TECHNOLOGIES RETIREMENT TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEAM TECHNOLOGIES RETIREMENT TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEAM TECHNOLOGIES RETIREMENT TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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