Bealer Wholesale, Inc. 401(k) Plan (terminated 2013): Login, Facts & Contact Information

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Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2013. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Bealer Wholesale, Inc. 401(k) Plan Facts (plan year 2013)

Plan name
THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN OF BEALER WHOLESALE, INC.
Plan type
401(k) and profit sharing
Plan sponsor
BEALER WHOLESALE, INC.
Participants
209
Former employees with a balance
0
Plan year
Jan 1, 2013 – Jul 31, 2013
Plan established
Oct 30, 1959
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Jul 31, 2013), filed Oct 11, 2013. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2013

  • $2.67 million was paid out to participants.
  • Investment and other income added $60,305.

How the Bealer Wholesale, Inc. 401(k) changed, 2009–2013

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009356$6.25 million—$597,396
2010291$5.96 million—$875,815
2011295$5.56 million—$560,342
2012354$2.62 million—$3.82 million
2013 (final)209$0—$2.67 million

Bealer Wholesale, Inc. 401(k) Contact Information

Phone
704-506-2547
Mailing address
1636 TWIFORD PLACE, CHARLOTTE NC 28207
Plan sponsor
BEALER WHOLESALE, INC.
Employer identification number (EIN)
56-0687046
Plan number
001

Questions about the Bealer Wholesale, Inc. 401(k)

Is the Bealer Wholesale, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2013.

Does Bealer Wholesale, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Bealer Wholesale, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Bealer Wholesale, Inc 401(k) plan?

209 participants at the start of plan year 2013.

Who manages the Bealer Wholesale, Inc 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

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