2023 Form 5500 filing — Burcham Hills Retirement Community 401(K) Profit Sharing 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 20240928074412NAL0001584147001) for Burcham Hills Retirement Community 401(K) Profit Sharing Plan, reported by Burcham Hills Retirement Center Ii under EIN 38-2834545 and plan number 001. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,168,491
Participants292
Provider compensation$24.9K4 Schedule C row(s)$24,858
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240928074412NAL0001584147001
Plan sponsor
Burcham Hills Retirement Center Ii
EIN
38-2834545
Plan number
001
Location
East Lansing, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$39
Money in vs. money out
Total income / additions$967.3K
Total expenses$551.7K
Benefits paid / distributions$522.1K
Contributions
Employer$55.2K
Participant$384K
Full reported line items
Total assets (EOY)
$4,168,530
Total liabilities (EOY)
$39
Net assets (EOY)
$4,168,491
Employer contributions
$55,221
Participant contributions
$383,978
Total income / additions
$967,335
Benefits paid
$522,134
Administrative expenses
$21,997
Total expenses
$551,724
Net increase / (decrease)
$415,611
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $13.3K · Indirect $0
  2. 2
    TPA · Direct $8.6K · Indirect $2K
  3. 3
    RECORDKEEPR · Direct $579 · Indirect $0
  4. 4
    INVESTMENT MGMT · Direct $458 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240928074412NAL0001584147001 cover?
It is the 2023 Form 5500 filing for Burcham Hills Retirement Community 401(K) Profit Sharing Plan, reported by Burcham Hills Retirement Center Ii (EIN 38-2834545).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages