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BEECH ACRES PENSION PLAN 401k Plan overview

Plan NameBEECH ACRES PENSION PLAN
Plan identification number 001

BEECH ACRES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BEECH ACRES has sponsored the creation of one or more 401k plans.

Company Name:BEECH ACRES
Employer identification number (EIN):310536663
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about BEECH ACRES

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1849-12-13
Company Identification Number: 183641
Legal Registered Office Address: 250 E. FIFTH ST., 310 CHIQUITA CENTER
-
CINCINNATI
United States of America (USA)
452024119

More information about BEECH ACRES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEECH ACRES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01JAMES R. MASON2020-01-29 JAMES R. MASON2020-01-29
0012017-07-01JAMES R. MASON2018-12-11 JAMES R. MASON2018-12-11
0012016-07-01JAMES R. MASON2018-01-23 JAMES R. MASON2018-01-23
0012015-07-01JAMES R. MASON2017-01-09 JAMES R. MASON2017-01-09
0012014-07-01JAMES R. MASON2016-01-12 JAMES R. MASON2016-01-12
0012013-07-01JAMES R. MASON2014-12-18 JAMES R. MASON2014-12-18
0012012-07-01JAMES R. MASON2013-12-17 JAMES R. MASON2013-12-17
0012011-07-01JAMES R. MASON2012-11-05 JAMES R. MASON2012-11-05
0012010-07-01JAMES R. MASON2011-12-06 JAMES R. MASON2011-12-06

Plan Statistics for BEECH ACRES PENSION PLAN

401k plan membership statisitcs for BEECH ACRES PENSION PLAN

Measure Date Value
2023: BEECH ACRES PENSION PLAN 2023 401k membership
Market value of plan assets2023-06-30624,259
Acturial value of plan assets2023-06-30624,259
Funding target for retired participants and beneficiaries receiving payment2023-06-30577,269
Number of terminated vested participants2023-06-302
Fundng target for terminated vested participants2023-06-30255,818
Active participant vested funding target2023-06-30191,302
Number of active participants2023-06-303
Total funding liabilities for active participants2023-06-30191,302
Total participant count2023-06-3013
Total funding target for all participants2023-06-301,024,389
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-30125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-30132
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-3040,288
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-3037,315
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-300
Net shortfall amortization installment of oustanding balance2023-06-30400,130
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-3037,036
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-3037,036
Contributions allocatedtoward minimum required contributions for current year2023-06-3037,315
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: BEECH ACRES PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-301,613,323
Acturial value of plan assets2022-06-301,613,323
Funding target for retired participants and beneficiaries receiving payment2022-06-30595,303
Number of terminated vested participants2022-06-303
Fundng target for terminated vested participants2022-06-30852,491
Active participant vested funding target2022-06-30179,545
Number of active participants2022-06-304
Total funding liabilities for active participants2022-06-30179,545
Total participant count2022-06-3015
Total funding target for all participants2022-06-301,627,339
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-3091
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3096
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-301,500
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-301,432
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-300
Net shortfall amortization installment of oustanding balance2022-06-3014,016
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-301,307
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-301,307
Contributions allocatedtoward minimum required contributions for current year2022-06-301,432
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: BEECH ACRES PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-301,297,565
Acturial value of plan assets2021-06-301,297,565
Funding target for retired participants and beneficiaries receiving payment2021-06-30630,697
Number of terminated vested participants2021-06-302
Fundng target for terminated vested participants2021-06-30250,442
Active participant vested funding target2021-06-30732,058
Number of active participants2021-06-305
Total funding liabilities for active participants2021-06-30732,058
Total participant count2021-06-3015
Total funding target for all participants2021-06-301,613,197
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-3075,217
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3072,682
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-30315,632
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3072,591
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-3072,591
Contributions allocatedtoward minimum required contributions for current year2021-06-3072,682
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: BEECH ACRES PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-301,268,556
Acturial value of plan assets2020-06-301,268,556
Funding target for retired participants and beneficiaries receiving payment2020-06-30646,204
Number of terminated vested participants2020-06-302
Fundng target for terminated vested participants2020-06-30226,373
Active participant vested funding target2020-06-30662,946
Number of active participants2020-06-305
Total funding liabilities for active participants2020-06-30662,946
Total participant count2020-06-3015
Total funding target for all participants2020-06-301,535,523
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-3074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3078
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-3062,904
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3060,647
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-30266,967
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3060,647
Additional cash requirement2020-06-3060,647
Contributions allocatedtoward minimum required contributions for current year2020-06-3060,647
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: BEECH ACRES PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-301,213,216
Acturial value of plan assets2019-06-301,213,216
Funding target for retired participants and beneficiaries receiving payment2019-06-30648,834
Number of terminated vested participants2019-06-303
Fundng target for terminated vested participants2019-06-30219,477
Active participant vested funding target2019-06-30591,650
Number of active participants2019-06-305
Total funding liabilities for active participants2019-06-30591,650
Total participant count2019-06-3015
Total funding target for all participants2019-06-301,459,961
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30412
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30435
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-3054,622
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3052,671
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-30246,745
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3052,597
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-3052,597
Contributions allocatedtoward minimum required contributions for current year2019-06-3052,671
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: BEECH ACRES PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-301,165,047
Acturial value of plan assets2018-06-301,165,047
Funding target for retired participants and beneficiaries receiving payment2018-06-30636,818
Number of terminated vested participants2018-06-303
Fundng target for terminated vested participants2018-06-30190,898
Active participant vested funding target2018-06-30515,767
Number of active participants2018-06-305
Total funding liabilities for active participants2018-06-30515,767
Total participant count2018-06-3015
Total funding target for all participants2018-06-301,343,483
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3028
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3038,297
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3036,798
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-30178,436
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3036,386
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3036,386
Contributions allocatedtoward minimum required contributions for current year2018-06-3036,798
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: BEECH ACRES PENSION PLAN 2017 401k membership
Market value of plan assets2017-06-301,190,897
Acturial value of plan assets2017-06-301,190,897
Funding target for retired participants and beneficiaries receiving payment2017-06-30331,344
Number of terminated vested participants2017-06-305
Fundng target for terminated vested participants2017-06-30603,726
Active participant vested funding target2017-06-30465,889
Number of active participants2017-06-305
Total funding liabilities for active participants2017-06-30465,889
Total participant count2017-06-3016
Total funding target for all participants2017-06-301,400,959
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-307
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-307
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3029,470
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3028,511
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-30210,062
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3028,483
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3028,483
Contributions allocatedtoward minimum required contributions for current year2017-06-3028,511
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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