How many benefit plans does Birch Tree Communities, Inc. report on Form 5500?

Birch Tree Communities, Inc. (EIN 71-0680117) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Birch Tree Communities, Inc.?

The Employer Identification Number (EIN) reported for Birch Tree Communities, Inc. is 71-0680117.

What is the latest Form 5500 filing year for Birch Tree Communities, Inc.?

The latest loaded Form 5500 filing year for Birch Tree Communities, Inc. is 2023.

Birch Tree Communities, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Birch Tree Communities, Inc. (EIN 71-0680117) is a plan sponsor located in Benton, AR with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 71-0680117
Location: Benton, AR
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $8,882,918
Total reported liabilities (EOY): $20,876
Total reported net assets (EOY): $8,862,042

Contributions & income

Employer contributions: $701,577
Participant contributions: $520,409
Total income / additions: $2,467,844

Expenses & distributions

Benefits paid / distributions: $648,155
Total expenses: $685,737
Net increase / (decrease): $1,782,107

Coverage

Total reported participants: 612
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Birch Tree Communities, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Birch Tree Communities, Inc. 401(K) Profit Sharing Plan	001	327	$8,882,918	2023
Birch Tree Communities, Inc. Welfare Benefit Plan	501	285	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Birch Tree Communities, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Birch Tree Communities, Inc. Welfare Benefit Plan	285	C	20240607165045NAL0023996273001
2023	Birch Tree Communities, Inc. 401(K) Profit Sharing Plan	327	H, C	20241015114014NAL0016245827002