2023 Form 5500 filing — Beacon Tri-State Solutions Inc. Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827095117NAL0021431794001) for Beacon Tri-State Solutions Inc. Retirement Savings Plan, reported by Beacon Tri-State Solutions Inc. under EIN 32-0277555 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827095117NAL0021431794001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Beacon Tri-State Solutions Inc.
- EIN
- 32-0277555
- Plan number
- 001
- Location
- Shelby Township, MI
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,232,014
- Net assets (EOY)
- $4,232,014
- Employer contributions
- $34,409
- Participant contributions
- $441,961
- Total income / additions
- $1,127,492
- Benefits paid
- $595,920
- Administrative expenses
- $40,801
- Total expenses
- $644,468
- Net increase / (decrease)
- $483,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $40,801 | $0 |