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, Birchstone 401(K) Plan is a benefit plan reported by Ashcroft Capital, LLC under EIN 81-1612313 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $3,338,079 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,338,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,338,079
- Net assets (BOY)
- $1,625,940
Income & contributions
- Employer contributions
- $772,973
- Participant contributions
- $1,066,239
- Total contributions
- $1,893,085
- Total income / additions
- $2,351,020
Expenses & distributions
- Benefits paid
- $620,156
- Administrative expenses
- $18,725
- Total expenses
- $638,881
- Net increase / (decrease)
- $1,712,139