| Plan Name | BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BEACON HILL INVESTMENTS CORP. |
| Employer identification number (EIN): | 204513807 |
| NAIC Classification: | 621610 |
| NAIC Description: | Home Health Care Services |
Additional information about BEACON HILL INVESTMENTS CORP.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2006-03-17 |
| Company Identification Number: | 0800628513 |
| Legal Registered Office Address: |
1225 NORTH LOOP W STE 322 HOUSTON United States of America (USA) 77008 |
More information about BEACON HILL INVESTMENTS CORP.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | MICHAEL L. WILLETT | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | MICHAEL WILLETT | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | MICHAEL WILLETT | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | MICHAEL WILLETT | |||
| 001 | 2016-01-01 | MICHAEL WILLETT | |||
| 001 | 2015-01-01 | MICHAEL WILLETT | |||
| 001 | 2014-01-01 | MICHAEL WILLETT | |||
| 001 | 2013-01-01 | MICHAEL WILLETT | |||
| 001 | 2012-01-01 | MICHAEL WILLETT | |||
| 001 | 2011-01-01 | MICHAEL WILLETT | |||
| 001 | 2009-01-01 | MICHAEL WILLETT | MICHAEL WILLETT | 2010-06-16 | |
| 001 | 2009-01-01 | MICHAEL WILLETT | MICHAEL WILLETT | 2010-06-16 |
| Measure | Date | Value |
|---|---|---|
| 2023 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
| Transfers to/from the plan | 2023-10-31 | $-1,419,010 |
| Total income from all sources | 2023-10-31 | $2,736 |
| Expenses. Total of all expenses incurred | 2023-10-31 | $129 |
| Total plan assets at end of year | 2023-10-31 | $0 |
| Total plan assets at beginning of year | 2023-10-31 | $1,416,403 |
| Total contributions received or receivable from participants | 2023-10-31 | $2,200 |
| Other income received | 2023-10-31 | $536 |
| Net income (gross income less expenses) | 2023-10-31 | $2,607 |
| Net plan assets at end of year (total assets less liabilities) | 2023-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-10-31 | $1,416,403 |
| Assets. Value of employer securities | 2023-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-10-31 | $129 |
| 2022 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $-232,967 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,294 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $201 |
| Total plan assets at end of year | 2022-12-31 | $1,416,403 |
| Total plan assets at beginning of year | 2022-12-31 | $1,650,664 |
| Total contributions received or receivable from participants | 2022-12-31 | $2,600 |
| Other income received | 2022-12-31 | $-235,567 |
| Net income (gross income less expenses) | 2022-12-31 | $-234,261 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,416,403 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,650,664 |
| Assets. Value of employer securities | 2022-12-31 | $1,294,493 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,093 |
| 2021 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $265,301 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $8,994 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $8,994 |
| Total plan assets at end of year | 2021-12-31 | $1,650,664 |
| Total plan assets at beginning of year | 2021-12-31 | $1,394,357 |
| Total contributions received or receivable from participants | 2021-12-31 | $1,832 |
| Other income received | 2021-12-31 | $263,469 |
| Net income (gross income less expenses) | 2021-12-31 | $256,307 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,650,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,394,357 |
| Assets. Value of employer securities | 2021-12-31 | $1,515,910 |
| 2020 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $163,385 |
| Total plan assets at end of year | 2020-12-31 | $1,394,357 |
| Total plan assets at beginning of year | 2020-12-31 | $1,230,972 |
| Total contributions received or receivable from participants | 2020-12-31 | $3,962 |
| Other income received | 2020-12-31 | $159,423 |
| Net income (gross income less expenses) | 2020-12-31 | $163,385 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,394,357 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,230,972 |
| Assets. Value of employer securities | 2020-12-31 | $1,268,108 |
| 2019 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
| Transfers to/from the plan | 2019-12-31 | $-497 |
| Total income from all sources | 2019-12-31 | $136,165 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $28,197 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $27,124 |
| Total plan assets at end of year | 2019-12-31 | $1,230,972 |
| Total plan assets at beginning of year | 2019-12-31 | $1,123,501 |
| Total contributions received or receivable from participants | 2019-12-31 | $8,123 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,073 |
| Other income received | 2019-12-31 | $128,042 |
| Net income (gross income less expenses) | 2019-12-31 | $107,968 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,230,972 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,123,501 |
| Assets. Value of employer securities | 2019-12-31 | $1,113,016 |
| 2018 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $126,362 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,581 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,240 |
| Total plan assets at end of year | 2018-12-31 | $1,123,501 |
| Total plan assets at beginning of year | 2018-12-31 | $999,720 |
| Total contributions received or receivable from participants | 2018-12-31 | $10,856 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,341 |
| Other income received | 2018-12-31 | $115,506 |
| Net income (gross income less expenses) | 2018-12-31 | $123,781 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,123,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $999,720 |
| Assets. Value of employer securities | 2018-12-31 | $1,006,145 |
| 2017 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $21,132 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $8,465 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $8,465 |
| Total plan assets at end of year | 2017-12-31 | $999,720 |
| Total plan assets at beginning of year | 2017-12-31 | $987,053 |
| Total contributions received or receivable from participants | 2017-12-31 | $9,487 |
| Other income received | 2017-12-31 | $11,645 |
| Net income (gross income less expenses) | 2017-12-31 | $12,667 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $999,720 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $987,053 |
| Assets. Value of employer securities | 2017-12-31 | $880,160 |
| 2016 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $39,514 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $7,581 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $7,484 |
| Total plan assets at end of year | 2016-12-31 | $987,053 |
| Total plan assets at beginning of year | 2016-12-31 | $955,120 |
| Total contributions received or receivable from participants | 2016-12-31 | $8,482 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $97 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $12 |
| Other income received | 2016-12-31 | $31,020 |
| Net income (gross income less expenses) | 2016-12-31 | $31,933 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $987,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $955,120 |
| Assets. Value of employer securities | 2016-12-31 | $877,489 |
| 2015 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $-54,848 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,751 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $5,726 |
| Total plan assets at end of year | 2015-12-31 | $955,120 |
| Total plan assets at beginning of year | 2015-12-31 | $1,015,719 |
| Total contributions received or receivable from participants | 2015-12-31 | $11,069 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $25 |
| Other income received | 2015-12-31 | $-65,917 |
| Net income (gross income less expenses) | 2015-12-31 | $-60,599 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $955,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,015,719 |
| Assets. Value of employer securities | 2015-12-31 | $851,922 |
| 2014 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $280,421 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $50 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $50 |
| Total plan assets at end of year | 2014-12-31 | $1,015,719 |
| Total plan assets at beginning of year | 2014-12-31 | $735,348 |
| Total contributions received or receivable from participants | 2014-12-31 | $12,795 |
| Other income received | 2014-12-31 | $267,626 |
| Net income (gross income less expenses) | 2014-12-31 | $280,371 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,015,719 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $735,348 |
| Assets. Value of employer securities | 2014-12-31 | $913,177 |
| 2013 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $128,392 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,677 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,677 |
| Total plan assets at end of year | 2013-12-31 | $735,348 |
| Total plan assets at beginning of year | 2013-12-31 | $609,633 |
| Total contributions received or receivable from participants | 2013-12-31 | $10,675 |
| Other income received | 2013-12-31 | $117,717 |
| Net income (gross income less expenses) | 2013-12-31 | $125,715 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $735,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $609,633 |
| Assets. Value of employer securities | 2013-12-31 | $671,069 |
| 2012 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $43,567 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $499 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $499 |
| Total plan assets at end of year | 2012-12-31 | $609,633 |
| Total plan assets at beginning of year | 2012-12-31 | $566,565 |
| Total contributions received or receivable from participants | 2012-12-31 | $9,164 |
| Other income received | 2012-12-31 | $34,403 |
| Net income (gross income less expenses) | 2012-12-31 | $43,068 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $609,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $566,565 |
| Assets. Value of employer securities | 2012-12-31 | $591,739 |
| 2011 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $20,845 |
| Total plan assets at end of year | 2011-12-31 | $566,565 |
| Total plan assets at beginning of year | 2011-12-31 | $545,720 |
| Total contributions received or receivable from participants | 2011-12-31 | $6,278 |
| Other income received | 2011-12-31 | $14,567 |
| Net income (gross income less expenses) | 2011-12-31 | $20,845 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $566,565 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $545,720 |
| Assets. Value of employer securities | 2011-12-31 | $557,572 |
| 2010 : BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $179,091 |
| Total plan assets at end of year | 2010-12-31 | $545,720 |
| Total plan assets at beginning of year | 2010-12-31 | $366,629 |
| Total contributions received or receivable from participants | 2010-12-31 | $2,225 |
| Other income received | 2010-12-31 | $176,866 |
| Net income (gross income less expenses) | 2010-12-31 | $179,091 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $545,720 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $366,629 |
| Assets. Value of employer securities | 2010-12-31 | $543,417 |
| 2023: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | Yes |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BEACON HILL INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |