Beacon Retirement Savings Plan — Form 5500 plan (Beacon Property Management,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, Beacon Retirement Savings Plan is a benefit plan reported by Beacon Property Management,LLC. under EIN 61-1325973 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $4,913,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beacon Property Management,LLC.
EIN
61-1325973
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
139
End-of-year plan assets
$4,913,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241014150024NAL0015159235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,913,281
Total liabilities (EOY)
$0
Net assets (EOY)
$4,913,281
Net assets (BOY)
$3,534,091

Income & contributions

Employer contributions
$259,964
Participant contributions
$408,826
Total contributions
$668,790
Total income / additions
$1,461,514

Expenses & distributions

Benefits paid
$65,930
Administrative expenses
$16,394
Total expenses
$82,324
Net increase / (decrease)
$1,379,190

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services, LLCADVISOR$0$12,0382023
Benefits PlusTPA$4,740not reported in the loaded dataset2023

Related Form 5500 pages