2023 Form 5500 filing — Beach Haus, LLC 401(K) 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 20241015161903NAL0016862787001) for Beach Haus, LLC 401(K) Plan, reported by Beach Haus, LLC under EIN 26-2142243 and plan number 003. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161903NAL0016862787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beach Haus, LLC
- EIN
- 26-2142243
- Plan number
- 003
- Location
- Los Angeles, CA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,504,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,504,938
- Employer contributions
- $91,732
- Participant contributions
- $697,439
- Total income / additions
- $1,139,665
- Benefits paid
- $76,406
- Administrative expenses
- $19,955
- Total expenses
- $96,361
- Net increase / (decrease)
- $1,043,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $8,028 | $9,209 |
| Baker Tilly Wealth Management, LLC | RIA | $10,627 | not reported in the loaded dataset |
| Futureplan By Ascensus | THIRD PARTY ADMINISTRATO | $1,300 | not reported in the loaded dataset |
| Morningstar Associates | INVESTMENT ADVISOR | $0 | $149 |