Plan5500

Beachfleischman, Pllc 401(K) Plan — Form 5500 plan (Beachfleischman Pllc)

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, Beachfleischman, Pllc 401(K) Plan is a benefit plan reported by Beachfleischman Pllc under EIN 86-0683059 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $46,282,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beachfleischman Pllc
EIN
86-0683059
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
242
End-of-year plan assets
$46,282,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241015195015NAL0029534801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,282,876
Total liabilities (EOY)
$17,274
Net assets (EOY)
$46,265,602
Net assets (BOY)
$41,476,550

Income & contributions

Employer contributions
$1,907,372
Participant contributions
$1,933,429
Total contributions
$4,306,639
Total income / additions
$8,845,601

Expenses & distributions

Benefits paid
$3,909,918
Administrative expenses
$146,406
Total expenses
$4,056,324
Net increase / (decrease)
$4,789,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationNONE$142,325not reported in the loaded dataset2023
Merrill LynchNONE$101,906not reported in the loaded dataset2023
Pinnacle Pension ServicesNONE$6,280not reported in the loaded dataset2023

Related Form 5500 pages