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, Beechwood Tax Sheltered Annuity Retirement Plan is a benefit plan reported by Beechwood Health Care Center, Inc under EIN 20-3368932 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,221 participants and $16,640,654 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,640,654
- Net assets (EOY)
- $16,640,654
- Net assets (BOY)
- $15,295,969
Income & contributions
- Employer contributions
- $442,949
- Participant contributions
- $1,247,807
- Total contributions
- $1,692,525
- Total income / additions
- $3,967,270
Expenses & distributions
- Benefits paid
- $2,516,412
- Administrative expenses
- $105,198
- Total expenses
- $2,622,585
- Net increase / (decrease)
- $1,344,685