2023 Form 5500 filing — Beaumont Retirement Services, Inc. 403(B) 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 20240923070902NAL0006488275001) for Beaumont Retirement Services, Inc. 403(B) Retirement Savings Plan, reported by Beaumont Retirement Services, Inc under EIN 23-2324586 and plan number 001. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923070902NAL0006488275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beaumont Retirement Services, Inc
- EIN
- 23-2324586
- Plan number
- 001
- Location
- Bryn Mawr, PA
- Participants
- 552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,583,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,583,935
- Employer contributions
- $420,991
- Participant contributions
- $763,358
- Total income / additions
- $3,104,218
- Benefits paid
- $829,580
- Administrative expenses
- $18,559
- Total expenses
- $856,392
- Net increase / (decrease)
- $2,247,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $21,442 | $0 |