2023 Form 5500 filing — The Beach Company Employees' 401(K) 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 20241122131304NAL0001115651001) for The Beach Company Employees' 401(K) Plan, reported by The Beach Company under EIN 57-0278880 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122131304NAL0001115651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Beach Company
- EIN
- 57-0278880
- Plan number
- 001
- Location
- Charleston, SC
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,974,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,974,970
- Employer contributions
- $989,464
- Participant contributions
- $1,966,197
- Total income / additions
- $8,441,443
- Benefits paid
- $4,004,892
- Administrative expenses
- $86,842
- Total expenses
- $4,120,848
- Net increase / (decrease)
- $4,320,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Family Asset Management LLC | ADVISOR | $36,497 | not reported in the loaded dataset |
| Webster Rogers | ACCOUNTANT/AUDITOR | $30,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,345 | $0 |