2023 Form 5500 filing — Beacon Residential Management Limited Partnership 401k 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 20241015151551NAL0028899937001) for Beacon Residential Management Limited Partnership 401k Retirement Savings Plan, reported by Beacon Residential Management Limited Partnership under EIN 04-3017184 and plan number 002. It reports 1,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$62.5MReported net assets$62,491,051

Participants1.1K1,067

Provider compensation$183.1K4 Schedule C row(s)$183,061

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015151551NAL0028899937001
Plan sponsor: Beacon Residential Management Limited Partnership
EIN: 04-3017184
Plan number: 002
Location: Boston, MA
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)$62.5M total assets

Net assets$62.5MLiabilities$0

Money in vs. money out

Total income / additions$16.3M

Total expenses$6.1M

Benefits paid / distributions$5.9M

Contributions

Employer$1.6M

Participant$4.6M

Full reported line items

Total assets (EOY): $62,491,051
Total liabilities (EOY): $0
Net assets (EOY): $62,491,051
Employer contributions: $1,571,509
Participant contributions: $4,622,501
Total income / additions: $16,278,768
Benefits paid: $5,893,914
Administrative expenses: $183,061
Total expenses: $6,084,209
Net increase / (decrease): $10,194,559

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$99K
RECORDKEEPER · Direct $99K · Indirect $0
2
Capfinancial Partners LLC Dba Captr$69.4K
INVESTMENT ADVISOR · Direct $69.4K
3
Cohnreznick Llp$14.1K
ATTORNEY/AUDITOR · Direct $14.1K
4
Lpl Financial$588
INVESTMENT ADVISOR · Direct $588

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015151551NAL0028899937001 cover?: It is the 2023 Form 5500 filing for Beacon Residential Management Limited Partnership 401k Retirement Savings Plan, reported by Beacon Residential Management Limited Partnership (EIN 04-3017184).
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).