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 Retirement Plan is a benefit plan reported by Birch Family Services, Inc. under EIN 11-2503193 and plan number 002. The latest loaded filing year is 2023. The filing reports 953 participants and $24,106,068 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,106,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,106,068
- Net assets (BOY)
- $21,971,924
Income & contributions
- Employer contributions
- $698,456
- Total contributions
- $701,449
- Total income / additions
- $3,815,589
Expenses & distributions
- Benefits paid
- $1,478,815
- Administrative expenses
- $140,197
- Total expenses
- $1,681,445
- Net increase / (decrease)
- $2,134,144