Department of Labor filing

BEEKLEY CORPORATION

BEEKLEY CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

68filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$7,575

Reported employer contributions per active participant.

Higher than about 93% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$561 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 7% of comparable plans

↗Investment performance

Not available

Plan assets changed -0.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202468out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions93rd percentileTypical peer $2,533 · based on 90 comparable plans

Lower reported administrative expense7th percentileTypical peer $172 · based on 96 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BEEKLEY CORPORATION reported $742,375 in employer contributions across the plan and 98 active participants. That works out to $7,575 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 5.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 8.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context68/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $742,375
Participant contributions: $698,516
Other contributions: $282,491
Employer share of reported contributions: 51.5%
Beginning assets: $27,478,424
Ending assets: $27,267,522
Ending net assets: $27,267,522
Ending liabilities: $0
Total income: $4,821,098
Total expenses: $5,031,925
Administrative expenses: $70,633
Participant loans: $155,468

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$7,215

2023

$6,904

2024

$7,575

Plan-paid administrative expenses per participant

2022

$517

2023

$523

2024

$561

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$7,575	98	27.3M	20250708094254NAL0004542273001
2023	$6,904	93	27.5M	20240711111305NAL0018265313001
2022	$7,215	84	22.5M	20230724071422NAL0008208945001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 060626742-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 31, 1972
Industry: Industry group 339
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2H2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CMC INTERACTIVE, LLC	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250708094254NAL0004542273001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗