Beacon Tri-State Solutions Inc. Retirement Savings Plan — Form 5500 plan (Beacon Tri-State Solutions 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, Beacon Tri-State Solutions Inc. Retirement Savings Plan is a benefit plan reported by Beacon Tri-State Solutions Inc. under EIN 32-0277555 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $4,232,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beacon Tri-State Solutions Inc.
- EIN
- 32-0277555
- Plan number
- 001
- Plan type
- 3
- Location
- Shelby Township, MI
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $4,232,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20240827095117NAL0021431794001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,232,014
- Net assets (EOY)
- $4,232,014
- Net assets (BOY)
- $3,792,505
Income & contributions
- Employer contributions
- $34,409
- Participant contributions
- $441,961
- Total contributions
- $520,461
- Total income / additions
- $1,127,492
Expenses & distributions
- Benefits paid
- $595,920
- Administrative expenses
- $40,801
- Total expenses
- $644,468
- Net increase / (decrease)
- $483,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $40,801 | $0 | 2023 |