Beachfleischman Pllc Employees' Cash Balance 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 Employees' Cash Balance Plan is a benefit plan reported by Beachfleischman Pllc under EIN 86-0683059 and plan number 003. The latest loaded filing year is 2023. The filing reports 203 participants and $9,736,624 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beachfleischman Pllc
- EIN
- 86-0683059
- Plan number
- 003
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $9,736,624
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H | 20241008125926NAL0033739138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,736,624
- Net assets (EOY)
- $9,736,624
- Net assets (BOY)
- $8,820,114
Income & contributions
- Employer contributions
- $754,268
- Total contributions
- $754,268
- Total income / additions
- $1,571,227
Expenses & distributions
- Benefits paid
- $654,717
- Total expenses
- $654,717
- Net increase / (decrease)
- $916,510
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.