Birch Tree Communities Inc.
Plan context: Birch Tree Communities Inc. 401(K) Profit Sharing Plan
EIN 71-0680117 • Benton, AR • 40 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
356
2025 Assets
$10,379,631
2025 Contributions
$1,311,996
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 356 | $0 | $0 | - |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 356 | - | - | - |
| 2024 | 2 | 335 | $10,379,631 | $1,311,996 | $3,916iApproximate average salary by contribution assumption: employee only about $97,910 at 4% or $65,273 at 6%; with 50% employer match about $65,273 at 4% or $43,516 at 6%; with 100% employer match about $48,955 at 4% or $32,637 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 322 | $10,379,631 | $1,311,996 | $4,075iApproximate average salary by contribution assumption: employee only about $101,863 at 4% or $67,909 at 6%; with 50% employer match about $67,909 at 4% or $45,272 at 6%; with 100% employer match about $50,932 at 4% or $33,954 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 335 | - | - | - |
| 2023 | 2 | 328 | $8,882,918 | $1,223,646 | $3,731iApproximate average salary by contribution assumption: employee only about $93,266 at 4% or $62,177 at 6%; with 50% employer match about $62,177 at 4% or $41,451 at 6%; with 100% employer match about $46,633 at 4% or $31,089 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 301 | $8,882,918 | $1,223,646 | $4,065iApproximate average salary by contribution assumption: employee only about $101,632 at 4% or $67,754 at 6%; with 50% employer match about $67,754 at 4% or $45,170 at 6%; with 100% employer match about $50,816 at 4% or $33,877 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 328 | - | - | - |
| 2022 | 2 | 285 | $7,157,321 | $949,571 | $3,332iApproximate average salary by contribution assumption: employee only about $83,296 at 4% or $55,530 at 6%; with 50% employer match about $55,530 at 4% or $37,020 at 6%; with 100% employer match about $41,648 at 4% or $27,765 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 270 | $7,157,321 | $949,571 | $3,517iApproximate average salary by contribution assumption: employee only about $87,923 at 4% or $58,615 at 6%; with 50% employer match about $58,615 at 4% or $39,077 at 6%; with 100% employer match about $43,962 at 4% or $29,308 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 285 | - | - | - |
| 2021 | 2 | 272 | $8,711,757 | $1,214,480 | $4,465iApproximate average salary by contribution assumption: employee only about $111,625 at 4% or $74,417 at 6%; with 50% employer match about $74,417 at 4% or $49,611 at 6%; with 100% employer match about $55,813 at 4% or $37,208 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 272 | $8,711,757 | $1,214,480 | $4,465iApproximate average salary by contribution assumption: employee only about $111,625 at 4% or $74,417 at 6%; with 50% employer match about $74,417 at 4% or $49,611 at 6%; with 100% employer match about $55,813 at 4% or $37,208 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 272 | - | - | - |
| 2020 | 2 | 303 | $7,925,777 | $891,573 | $2,942iApproximate average salary by contribution assumption: employee only about $73,562 at 4% or $49,041 at 6%; with 50% employer match about $49,041 at 4% or $32,694 at 6%; with 100% employer match about $36,781 at 4% or $24,521 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 258 | $7,925,777 | $891,573 | $3,456iApproximate average salary by contribution assumption: employee only about $86,393 at 4% or $57,595 at 6%; with 50% employer match about $57,595 at 4% or $38,397 at 6%; with 100% employer match about $43,196 at 4% or $28,798 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 303 | - | - | - |
| 2019 | 2 | 304 | $6,747,881 | $676,329 | $2,225iApproximate average salary by contribution assumption: employee only about $55,619 at 4% or $37,079 at 6%; with 50% employer match about $37,079 at 4% or $24,720 at 6%; with 100% employer match about $27,810 at 4% or $18,540 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 232 | $6,747,881 | $676,329 | $2,915iApproximate average salary by contribution assumption: employee only about $72,880 at 4% or $48,587 at 6%; with 50% employer match about $48,587 at 4% or $32,391 at 6%; with 100% employer match about $36,440 at 4% or $24,293 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 304 | - | - | - |
| 2018 | 2 | 327 | $6,499,213 | $727,578 | $2,225iApproximate average salary by contribution assumption: employee only about $55,625 at 4% or $37,083 at 6%; with 50% employer match about $37,083 at 4% or $24,722 at 6%; with 100% employer match about $27,813 at 4% or $18,542 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 239 | $6,499,213 | $727,578 | $3,044iApproximate average salary by contribution assumption: employee only about $76,106 at 4% or $50,738 at 6%; with 50% employer match about $50,738 at 4% or $33,825 at 6%; with 100% employer match about $38,053 at 4% or $25,369 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 327 | - | - | - |
| 2017 | 2 | 377 | $7,529,576 | $759,751 | $2,015iApproximate average salary by contribution assumption: employee only about $50,381 at 4% or $33,588 at 6%; with 50% employer match about $33,588 at 4% or $22,392 at 6%; with 100% employer match about $25,191 at 4% or $16,794 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 257 | $7,529,576 | $759,751 | $2,956iApproximate average salary by contribution assumption: employee only about $73,906 at 4% or $49,270 at 6%; with 50% employer match about $49,270 at 4% or $32,847 at 6%; with 100% employer match about $36,953 at 4% or $24,635 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 377 | - | - | - |
| 2016 | 2 | 423 | $6,423,901 | $813,617 | $1,923iApproximate average salary by contribution assumption: employee only about $48,086 at 4% or $32,057 at 6%; with 50% employer match about $32,057 at 4% or $21,372 at 6%; with 100% employer match about $24,043 at 4% or $16,029 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 275 | $6,423,901 | $813,617 | $2,959iApproximate average salary by contribution assumption: employee only about $73,965 at 4% or $49,310 at 6%; with 50% employer match about $49,310 at 4% or $32,873 at 6%; with 100% employer match about $36,983 at 4% or $24,655 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 423 | - | - | - |
| 2015 | 2 | 421 | $6,053,489 | $765,951 | $1,819iApproximate average salary by contribution assumption: employee only about $45,484 at 4% or $30,323 at 6%; with 50% employer match about $30,323 at 4% or $20,215 at 6%; with 100% employer match about $22,742 at 4% or $15,161 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 290 | $6,053,489 | $765,951 | $2,641iApproximate average salary by contribution assumption: employee only about $66,030 at 4% or $44,020 at 6%; with 50% employer match about $44,020 at 4% or $29,347 at 6%; with 100% employer match about $33,015 at 4% or $22,010 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 421 | - | - | - |
| 2014 | 2 | 478 | $6,508,627 | $716,734 | $1,499iApproximate average salary by contribution assumption: employee only about $37,486 at 4% or $24,991 at 6%; with 50% employer match about $24,991 at 4% or $16,660 at 6%; with 100% employer match about $18,743 at 4% or $12,495 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 306 | $6,508,627 | $716,734 | $2,342iApproximate average salary by contribution assumption: employee only about $58,557 at 4% or $39,038 at 6%; with 50% employer match about $39,038 at 4% or $26,025 at 6%; with 100% employer match about $29,278 at 4% or $19,519 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 478 | - | - | - |
| 2013 | 2 | 412 | $6,297,595 | $826,503 | $2,006iApproximate average salary by contribution assumption: employee only about $50,152 at 4% or $33,435 at 6%; with 50% employer match about $33,435 at 4% or $22,290 at 6%; with 100% employer match about $25,076 at 4% or $16,717 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 322 | $6,297,595 | $826,503 | $2,567iApproximate average salary by contribution assumption: employee only about $64,169 at 4% or $42,780 at 6%; with 50% employer match about $42,780 at 4% or $28,520 at 6%; with 100% employer match about $32,085 at 4% or $21,390 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 412 | - | - | - |
| 2012 | 2 | 382 | $5,136,659 | $839,361 | $2,197iApproximate average salary by contribution assumption: employee only about $54,932 at 4% or $36,621 at 6%; with 50% employer match about $36,621 at 4% or $24,414 at 6%; with 100% employer match about $27,466 at 4% or $18,311 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 334 | $5,136,659 | $839,361 | $2,513iApproximate average salary by contribution assumption: employee only about $62,826 at 4% or $41,884 at 6%; with 50% employer match about $41,884 at 4% or $27,923 at 6%; with 100% employer match about $31,413 at 4% or $20,942 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 382 | - | - | - |
| 2011 | 2 | 386 | $4,688,836 | $777,071 | $2,013iApproximate average salary by contribution assumption: employee only about $50,328 at 4% or $33,552 at 6%; with 50% employer match about $33,552 at 4% or $22,368 at 6%; with 100% employer match about $25,164 at 4% or $16,776 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 295 | $4,688,836 | $777,071 | $2,634iApproximate average salary by contribution assumption: employee only about $65,853 at 4% or $43,902 at 6%; with 50% employer match about $43,902 at 4% or $29,268 at 6%; with 100% employer match about $32,927 at 4% or $21,951 at 6%. |
| Birch Tree Communities Inc. Welfare Benefit Plan | - | 386 | - | - | - |
| 2010 | 1 | 266 | $4,562,747 | $762,017 | $2,865iApproximate average salary by contribution assumption: employee only about $71,618 at 4% or $47,745 at 6%; with 50% employer match about $47,745 at 4% or $31,830 at 6%; with 100% employer match about $35,809 at 4% or $23,873 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 266 | $4,562,747 | $762,017 | $2,865iApproximate average salary by contribution assumption: employee only about $71,618 at 4% or $47,745 at 6%; with 50% employer match about $47,745 at 4% or $31,830 at 6%; with 100% employer match about $35,809 at 4% or $23,873 at 6%. |
| 2009 | 1 | 242 | $3,817,961 | $648,057 | $2,678iApproximate average salary by contribution assumption: employee only about $66,948 at 4% or $44,632 at 6%; with 50% employer match about $44,632 at 4% or $29,755 at 6%; with 100% employer match about $33,474 at 4% or $22,316 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 242 | $3,817,961 | $648,057 | $2,678iApproximate average salary by contribution assumption: employee only about $66,948 at 4% or $44,632 at 6%; with 50% employer match about $44,632 at 4% or $29,755 at 6%; with 100% employer match about $33,474 at 4% or $22,316 at 6%. |
| 2008 | 1 | 215 | $2,929,968 | $716,420 | $3,332iApproximate average salary by contribution assumption: employee only about $83,305 at 4% or $55,536 at 6%; with 50% employer match about $55,536 at 4% or $37,024 at 6%; with 100% employer match about $41,652 at 4% or $27,768 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 215 | $2,929,968 | $716,420 | $3,332iApproximate average salary by contribution assumption: employee only about $83,305 at 4% or $55,536 at 6%; with 50% employer match about $55,536 at 4% or $37,024 at 6%; with 100% employer match about $41,652 at 4% or $27,768 at 6%. |
| 2007 | 1 | 202 | $3,528,475 | $623,736 | $3,088iApproximate average salary by contribution assumption: employee only about $77,195 at 4% or $51,463 at 6%; with 50% employer match about $51,463 at 4% or $34,309 at 6%; with 100% employer match about $38,598 at 4% or $25,732 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 202 | $3,528,475 | $623,736 | $3,088iApproximate average salary by contribution assumption: employee only about $77,195 at 4% or $51,463 at 6%; with 50% employer match about $51,463 at 4% or $34,309 at 6%; with 100% employer match about $38,598 at 4% or $25,732 at 6%. |
| 2006 | 1 | 181 | $2,956,477 | $534,004 | $2,950iApproximate average salary by contribution assumption: employee only about $73,757 at 4% or $49,172 at 6%; with 50% employer match about $49,172 at 4% or $32,781 at 6%; with 100% employer match about $36,879 at 4% or $24,586 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 181 | $2,956,477 | $534,004 | $2,950iApproximate average salary by contribution assumption: employee only about $73,757 at 4% or $49,172 at 6%; with 50% employer match about $49,172 at 4% or $32,781 at 6%; with 100% employer match about $36,879 at 4% or $24,586 at 6%. |
| 2005 | 1 | 175 | $2,396,340 | $571,280 | $3,264iApproximate average salary by contribution assumption: employee only about $81,611 at 4% or $54,408 at 6%; with 50% employer match about $54,408 at 4% or $36,272 at 6%; with 100% employer match about $40,806 at 4% or $27,204 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 175 | $2,396,340 | $571,280 | $3,264iApproximate average salary by contribution assumption: employee only about $81,611 at 4% or $54,408 at 6%; with 50% employer match about $54,408 at 4% or $36,272 at 6%; with 100% employer match about $40,806 at 4% or $27,204 at 6%. |
| 2004 | 1 | 184 | $1,905,540 | $568,390 | $3,089iApproximate average salary by contribution assumption: employee only about $77,227 at 4% or $51,485 at 6%; with 50% employer match about $51,485 at 4% or $34,323 at 6%; with 100% employer match about $38,613 at 4% or $25,742 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 184 | $1,905,540 | $568,390 | $3,089iApproximate average salary by contribution assumption: employee only about $77,227 at 4% or $51,485 at 6%; with 50% employer match about $51,485 at 4% or $34,323 at 6%; with 100% employer match about $38,613 at 4% or $25,742 at 6%. |
| 2003 | 1 | 185 | $1,375,023 | $549,014 | $2,968iApproximate average salary by contribution assumption: employee only about $74,191 at 4% or $49,461 at 6%; with 50% employer match about $49,461 at 4% or $32,974 at 6%; with 100% employer match about $37,096 at 4% or $24,730 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 185 | $1,375,023 | $549,014 | $2,968iApproximate average salary by contribution assumption: employee only about $74,191 at 4% or $49,461 at 6%; with 50% employer match about $49,461 at 4% or $32,974 at 6%; with 100% employer match about $37,096 at 4% or $24,730 at 6%. |
| 2002 | 1 | 195 | $786,605 | $557,582 | $2,859iApproximate average salary by contribution assumption: employee only about $71,485 at 4% or $47,657 at 6%; with 50% employer match about $47,657 at 4% or $31,771 at 6%; with 100% employer match about $35,742 at 4% or $23,828 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 195 | $786,605 | $557,582 | $2,859iApproximate average salary by contribution assumption: employee only about $71,485 at 4% or $47,657 at 6%; with 50% employer match about $47,657 at 4% or $31,771 at 6%; with 100% employer match about $35,742 at 4% or $23,828 at 6%. |
| 2001 | 1 | 208 | $305,378 | $302,319 | $1,453iApproximate average salary by contribution assumption: employee only about $36,336 at 4% or $24,224 at 6%; with 50% employer match about $24,224 at 4% or $16,150 at 6%; with 100% employer match about $18,168 at 4% or $12,112 at 6%. |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 208 | $305,378 | $302,319 | $1,453iApproximate average salary by contribution assumption: employee only about $36,336 at 4% or $24,224 at 6%; with 50% employer match about $24,224 at 4% or $16,150 at 6%; with 100% employer match about $18,168 at 4% or $12,112 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Birch Tree Communities Inc. 401(K) Profit Sharing Plan | - | 0 | - | - | - |