2023 Form 5500 filing — Beechwood Investments, Inc 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 20250515160659NAL0030780720001) for Beechwood Investments, Inc 401(K) Plan, reported by Beechwood Investments, Inc under EIN 88-2610565 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$68.4KReported net assets$68,414
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250515160659NAL0030780720001
Plan sponsor
Beechwood Investments, Inc
EIN
88-2610565
Plan number
001
Location
Fitzwilliam, NH
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$68.4K total assets
Net assets$68.4KLiabilities$0
Money in vs. money out
Total income / additions$39.9K
Total expenses$2
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$68,414
Total liabilities (EOY)
$0
Net assets (EOY)
$68,414
Employer contributions
$0
Participant contributions
$0
Total income / additions
$39,855
Benefits paid
$0
Administrative expenses
$0
Total expenses
$2
Net increase / (decrease)
$39,853

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250515160659NAL0030780720001 cover?
It is the 2023 Form 5500 filing for Beechwood Investments, Inc 401(K) Plan, reported by Beechwood Investments, Inc (EIN 88-2610565).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages