How big is Beach Financial Group, Inc.'s plan?

Beach Financial Group, Inc.'s plan reported $13K in assets and 8 participants for 2024.

Original filing (PDF)20250610161851NAL0014958977001

Beach Financial Group, Inc.

Name: Beach Financial Group, Inc. — Beach Financial Group, Form 5500 (2024)
Creator: Beach Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beach Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Beach Financial Group, Inc.'s Beach Financial Group, Inc. 401(k) Plan held $13K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan identifiers

Beach Financial Group, Inc.'s EIN is 46-3727625.

EIN 46-3727625

Plan number 001

Plan year 2024

ACK ID 20250610161851NAL0014958977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beach Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beach Financial Group, Inc.'s plan includes 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 BEACH FINANCIAL GROUP, INC..

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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