Beach Haus, LLC 401(K) Plan — Form 5500 plan (Beach Haus, LLC)
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, Beach Haus, LLC 401(K) Plan is a benefit plan reported by Beach Haus, LLC under EIN 26-2142243 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $2,504,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beach Haus, LLC
- EIN
- 26-2142243
- Plan number
- 003
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $2,504,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241015161903NAL0016862787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,504,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,504,938
- Net assets (BOY)
- $1,461,634
Income & contributions
- Employer contributions
- $91,732
- Participant contributions
- $697,439
- Total contributions
- $793,601
- Total income / additions
- $1,139,665
Expenses & distributions
- Benefits paid
- $76,406
- Administrative expenses
- $19,955
- Total expenses
- $96,361
- Net increase / (decrease)
- $1,043,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $8,028 | $9,209 | 2023 |
| Baker Tilly Wealth Management, LLC | RIA | $10,627 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | THIRD PARTY ADMINISTRATO | $1,300 | not reported in the loaded dataset | 2023 |
| Morningstar Associates | INVESTMENT ADVISOR | $0 | $149 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beach Haus, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Nationwide — Schedule C compensation
- Baker Tilly Wealth Management, LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation
- Morningstar Associates — Schedule C compensation