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, Beaumont Retirement Services, Inc. 403(B) Retirement Savings Plan is a benefit plan reported by Beaumont Retirement Services, Inc under EIN 23-2324586 and plan number 001. The latest loaded filing year is 2023. The filing reports 552 participants and $13,583,935 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,583,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,583,935
- Net assets (BOY)
- $11,336,109
Income & contributions
- Employer contributions
- $420,991
- Participant contributions
- $763,358
- Total contributions
- $1,241,756
- Total income / additions
- $3,104,218
Expenses & distributions
- Benefits paid
- $829,580
- Administrative expenses
- $18,559
- Total expenses
- $856,392
- Net increase / (decrease)
- $2,247,826