Beacon Hill At Eastgate Retirement Savings Plan — Form 5500 plan (Beacon Hill At Eastgate)

Plain-English plan 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, Beacon Hill At Eastgate Retirement Savings Plan is a benefit plan reported by Beacon Hill At Eastgate under EIN 38-1586704 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $4,343,757 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.3MPlan net assets, end of year$4,343,757
Participants184Covered participants reported
Assets / participant$23.6KComputed: assets ÷ participants$23,607 (computed)
Provider compensation$29.1K2 Schedule C provider row(s)$29,140
Plan sponsor
Beacon Hill At Eastgate
EIN
38-1586704
Plan number
002
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20250113144134NAL0018374785001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$956K
Total expenses$211.6K
Benefits paid / distributions$182.5K
Contributions
Employer$114.6K
Participant$276K
Full reported line items

Net assets

Total assets (EOY)
$4,343,757
Total liabilities (EOY)
$0
Net assets (EOY)
$4,343,757
Net assets (BOY)
$3,599,375

Income & contributions

Employer contributions
$114,585
Participant contributions
$275,973
Total contributions
$390,558
Total income / additions
$956,013

Expenses & distributions

Benefits paid
$182,491
Administrative expenses
$29,140
Total expenses
$211,631
Net increase / (decrease)
$744,382
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life InsuranceRECORDKEEPER$28,378not reported in the loaded dataset2023
Mesirow Financial, IncINVESTMENT ADVISOR$762not reported in the loaded dataset2023

Related Form 5500 pages