?>
| Plan Name | TAX DEFERRED ANNUITY PLAN OF BEECH BROOK |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BEECH BROOK |
| Employer identification number (EIN): | 340714597 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
Additional information about BEECH BROOK
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1853-02-22 |
| Company Identification Number: | 271238 |
| Legal Registered Office Address: |
3737 LANDER RD. - PEPPER PIKE United States of America (USA) 44124 |
More information about BEECH BROOK
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | JENNIFER ALBANESE | 2024-07-29 | ||
| 003 | 2022-01-01 | JENNIFER KARVONEN | 2023-08-23 | ||
| 003 | 2021-01-01 | JENNIFER KARVONEN | 2022-07-20 | ||
| 003 | 2020-01-01 | JENNIFER KARVONEN | 2021-07-13 | ||
| 003 | 2019-01-01 | JENNIFER KARVONEN | 2020-07-27 | ||
| 003 | 2018-01-01 | JENNIFER KARVONEN | 2019-08-06 | ||
| 003 | 2017-01-01 | JENNIFER KARVONEN | 2018-07-26 | JENNIFER KARVONEN | 2018-07-26 |
| 003 | 2016-01-01 | LAURA MCMULLEN | 2017-05-17 | LAURA MCMULLEN | 2017-05-17 |
| 003 | 2015-01-01 | LAURA MCMULLEN | 2016-07-05 | LAURA MCMULLEN | 2016-07-05 |
| 003 | 2014-01-01 | GERALD M BURKE | 2015-07-24 |
| Measure | Date | Value |
|---|---|---|
| 2024: TAX DEFERRED ANNUITY PLAN OF BEECH BROOK 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-29 | 3 |
| Total number of particpants at end of year | 2024-07-29 | 3 |
| Number of Participants With Account Balances | 2024-07-29 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2024 : TAX DEFERRED ANNUITY PLAN OF BEECH BROOK 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-29 | 24 |
| Net assets as of the end of the plan year | 2024-07-29 | 416787 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 353832 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 1792 |
| Other expenses paid from plan in this plan year | 2024-07-29 | 0 |
| Other contributions to plan in this plan year | 2024-07-29 | 0 |
| Other income to plan in this plan year | 2024-07-29 | 61187 |
| Plan net income in this plan year | 2024-07-29 | 62955 |
| Net assets as of the end of the plan year | 2024-07-29 | 416787 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 353832 |
| Employer contributions to plan in this plan year | 2024-07-29 | 0 |
| Fees paid to broker by Benefit Provider | 2024-07-29 | 1 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 24 |