Birch Tree Communities, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Birch Tree Communities, 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, Birch Tree Communities, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Birch Tree Communities, Inc. under EIN 71-0680117 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $8,882,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birch Tree Communities, Inc.
- EIN
- 71-0680117
- Plan number
- 001
- Plan type
- 2
- Location
- Benton, AR
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $8,882,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20241015114014NAL0016245827002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,882,918
- Total liabilities (EOY)
- $20,876
- Net assets (EOY)
- $8,862,042
- Net assets (BOY)
- $7,079,935
Income & contributions
- Employer contributions
- $701,577
- Participant contributions
- $520,409
- Total contributions
- $1,223,646
- Total income / additions
- $2,467,844
Expenses & distributions
- Benefits paid
- $648,155
- Administrative expenses
- $37,582
- Total expenses
- $685,737
- Net increase / (decrease)
- $1,782,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,801 | $0 | 2023 |
| Sowell Financial Services LLC | ADVISOR | $18,017 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $765 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Birch Tree Communities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Benton, AR
- Fidelity Investments Institutional — Schedule C compensation
- Sowell Financial Services LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation