2023 Form 5500 filing — Birch Tree Communities, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015114014NAL0016245827002) for Birch Tree Communities, Inc. 401(K) Profit Sharing Plan, reported by Birch Tree Communities, Inc. under EIN 71-0680117 and plan number 001. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114014NAL0016245827002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birch Tree Communities, Inc.
- EIN
- 71-0680117
- Plan number
- 001
- Location
- Benton, AR
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,882,918
- Total liabilities (EOY)
- $20,876
- Net assets (EOY)
- $8,862,042
- Employer contributions
- $701,577
- Participant contributions
- $520,409
- Total income / additions
- $2,467,844
- Benefits paid
- $648,155
- Administrative expenses
- $37,582
- Total expenses
- $685,737
- Net increase / (decrease)
- $1,782,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,801 | $0 |
| Sowell Financial Services LLC | ADVISOR | $18,017 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $765 | $0 |