Plan5500

Beech Acres — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Beech Acres (EIN 31-0536663) is a plan sponsor located in Cincinnati, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-0536663
Location
Cincinnati, OH
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Beech Acres

  • 5 loaded plans hold $5.1M in reported assets.
  • The largest, Beech Acres 401(K) Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 690 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1MSummed across loaded plans$5,095,137
Total reported assets$5.1M$5,095,137
Total reported participants690
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets
Net assets$5.1MLiabilities$0
Contributions & income
Employer contributions$204.4K
Participant contributions$527K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$921.5K
Total expenses$974.7K
Net increase / (decrease)$463.3K

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Beech Acres 401(K) Retirement Savings Plan
Participants per plan138Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Beech Acres 401(K) Retirement Savings Plan$5.1M
    Plan #002 · 206 participants · 2023
  2. 2
    Beech Acres Parenting Center Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 148 participants · 2023
  3. 3
    Beech Acres Group Dental Plannot reported in the loaded dataset
    Plan #503 · 140 participants · 2023
  4. 4
    Beech Acres Group Health Plannot reported in the loaded dataset
    Plan #502 · 117 participants · 2023
  5. 5
    Avesis Vision Plannot reported in the loaded dataset
    Plan #505 · 79 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Beech Acres. Open one for its full reported snapshot.

  1. 2023
    Beech Acres Parenting Center Health And Welfare Plan148 participants · 2No schedules
    View filing →
  2. 2023
    Beech Acres Group Health Plan117 participants · 2No schedules
    View filing →
  3. 2023
    Beech Acres Group Dental Plan140 participants · 2No schedules
    View filing →
  4. 2023
    Avesis Vision Plan79 participants · 2No schedules
    View filing →
  5. 2023
    Beech Acres 401(K) Retirement Savings Plan206 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Beech Acres report on Form 5500?
Beech Acres (EIN 31-0536663) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Beech Acres?
The Employer Identification Number (EIN) reported for Beech Acres is 31-0536663.
What is the latest Form 5500 filing year for Beech Acres?
The latest loaded Form 5500 filing year for Beech Acres is 2023.

Related Form 5500 pages