2023 Form 5500 filing — Beachfleischman, Pllc 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 20241015195015NAL0029534801001) for Beachfleischman, Pllc 401(K) Plan, reported by Beachfleischman Pllc under EIN 86-0683059 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195015NAL0029534801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beachfleischman Pllc
- EIN
- 86-0683059
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,282,876
- Total liabilities (EOY)
- $17,274
- Net assets (EOY)
- $46,265,602
- Employer contributions
- $1,907,372
- Participant contributions
- $1,933,429
- Total income / additions
- $8,845,601
- Benefits paid
- $3,909,918
- Administrative expenses
- $146,406
- Total expenses
- $4,056,324
- Net increase / (decrease)
- $4,789,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | NONE | $142,325 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $101,906 | not reported in the loaded dataset |
| Pinnacle Pension Services | NONE | $6,280 | not reported in the loaded dataset |