Original filing (PDF)20251001180225NAL0021359474001

BEACON WEST ENERGY GROUP, LLC

Name: BEACON WEST ENERGY GROUP, LLC — BEACON WEST ENERGY GROUP, LLC CASH BALANCE PLAN 005, Form 5500 (2024)
Creator: BEACON WEST ENERGY GROUP, LLC

Form 5500-SF

FILING_RECEIVED

BEACON WEST ENERGY GROUP, LLC CASH BALANCE PLAN 005

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEACON WEST ENERGY GROUP, LLC.

Plan sponsor

Name

BEACON WEST ENERGY GROUP, LLC

EIN

82-1585288

Address

1145 EUGENIA PLACE · SUITE 101 · CARPINTERIA, CA · 93013

Phone

(805) 395-9710

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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