Beacon Specialized Living 401(K) Plan — Form 5500 plan (Beacon Specialized Living Services, 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 Specialized Living 401(K) Plan is a benefit plan reported by Beacon Specialized Living Services, Inc. under EIN 38-3411707 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,514 participants and $11,806,934 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beacon Specialized Living Services, Inc.
- EIN
- 38-3411707
- Plan number
- 001
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 1,514
- End-of-year plan assets
- $11,806,934
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,514 | H, C | 20241015174032NAL0030519921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,806,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,806,934
- Net assets (BOY)
- $7,619,598
Income & contributions
- Employer contributions
- $895,873
- Participant contributions
- $1,526,567
- Total contributions
- $3,729,692
- Total income / additions
- $5,206,117
Expenses & distributions
- Benefits paid
- $873,964
- Administrative expenses
- $144,817
- Total expenses
- $1,018,781
- Net increase / (decrease)
- $4,187,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $67,811 | $0 | 2023 |
| Capstone Wealth Management Group L | INVESTMENT ADVISORY | $43,525 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | TPA | $33,481 | $33 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beacon Specialized Living Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Kalamazoo, MI
- Transamerica Life Insurance Company — Schedule C compensation
- Capstone Wealth Management Group L — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation