2023 Form 5500 filing — Beachfleischman Pllc Employees' Cash Balance 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 20241008125926NAL0033739138001) for Beachfleischman Pllc Employees' Cash Balance Plan, reported by Beachfleischman Pllc under EIN 86-0683059 and plan number 003. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241008125926NAL0033739138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Beachfleischman Pllc
- EIN
- 86-0683059
- Plan number
- 003
- Location
- Tucson, AZ
- Participants
- 203
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,736,624
- Net assets (EOY)
- $9,736,624
- Employer contributions
- $754,268
- Total income / additions
- $1,571,227
- Benefits paid
- $654,717
- Total expenses
- $654,717
- Net increase / (decrease)
- $916,510
- Schedule source
- Schedule H