2023 Form 5500 filing — Birch Family Services 403(B) Retirement Savings 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 20250411145930NAL0012709395001) for Birch Family Services 403(B) Retirement Savings Plan, reported by Birch Family Services, Inc. under EIN 11-2503193 and plan number 001. It reports 897 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411145930NAL0012709395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birch Family Services, Inc.
- EIN
- 11-2503193
- Plan number
- 001
- Location
- New York, NY
- Participants
- 897
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,501,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,501,028
- Employer contributions
- $0
- Participant contributions
- $1,971,176
- Total income / additions
- $3,983,683
- Benefits paid
- $1,053,007
- Administrative expenses
- $115,151
- Total expenses
- $1,181,823
- Net increase / (decrease)
- $2,801,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $74,029 | $0 |
| Smith & Downey | LEGAL ADVISOR | $18,267 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause | AUDITOR | $13,330 | not reported in the loaded dataset |
| Usi Advisors, Inc. | INVESTMENT ADVISOR | $9,525 | not reported in the loaded dataset |