Birch Family Services 403(B) Retirement Savings Plan — Form 5500 plan (Birch Family Services, Inc.)
Plain-English plan 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 Family Services 403(B) Retirement Savings Plan is a benefit plan reported by Birch Family Services, Inc. under EIN 11-2503193 and plan number 001. The latest loaded filing year is 2023. The filing reports 897 participants and $14,501,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birch Family Services, Inc.
- EIN
- 11-2503193
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 897
- End-of-year plan assets
- $14,501,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 897 | H, C | 20250411145930NAL0012709395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,501,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,501,028
- Net assets (BOY)
- $11,699,168
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,971,176
- Total contributions
- $2,147,524
- Total income / additions
- $3,983,683
Expenses & distributions
- Benefits paid
- $1,053,007
- Administrative expenses
- $115,151
- Total expenses
- $1,181,823
- Net increase / (decrease)
- $2,801,860
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $74,029 | $0 | 2023 |
| Smith & Downey | LEGAL ADVISOR | $18,267 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause | AUDITOR | $13,330 | not reported in the loaded dataset | 2023 |
| Usi Advisors, Inc. | INVESTMENT ADVISOR | $9,525 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Birch Family Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Lincoln National Corporation — Schedule C compensation
- Smith & Downey — Schedule C compensation
- Baker Tilly Virchow Krause — Schedule C compensation
- Usi Advisors, Inc. — Schedule C compensation