How big is Beech Creek Financial Group's plan?

Beech Creek Financial Group's plan reported $5K in assets and 4 participants for 2025.

Original filing (PDF)20260422171833NAL0006188192001

Beech Creek Financial Group

Name: Beech Creek Financial Group — Beech Creek Financial, Form 5500 (2025)
Creator: Beech Creek Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beech Creek Financial Group 401(k) Plan

401(k) retirement plan · Beech Creek Financial Group's Beech Creek Financial Group 401(k) Plan held $5K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

DOUG Everett signed Beech Creek Financial Group's 2025 Form 5500 as plan administrator.

DOUG Everett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beech Creek Financial Group's EIN is 26-4228311.

EIN 26-4228311

Plan number 001

Plan year 2025

ACK ID 20260422171833NAL0006188192001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Beech Creek Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Beech Creek Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEECH CREEK FINANCIAL GROUP.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off