2023 Form 5500 filing — Bethesda 403b Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731143227NAL0022443601001) for Bethesda 403b Retirement Plan, reported by Bethesda Associates under EIN 84-1087692 and plan number 001. It reports 1,429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731143227NAL0022443601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethesda Associates
- EIN
- 84-1087692
- Plan number
- 001
- Location
- Colorado Springs, CO
- Participants
- 1,429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,182,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,182,090
- Employer contributions
- $628,276
- Participant contributions
- $1,744,199
- Total income / additions
- $4,968,009
- Benefits paid
- $2,794,814
- Administrative expenses
- $30,514
- Total expenses
- $2,825,328
- Net increase / (decrease)
- $2,142,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $34,039 | $62,954 |
| Securian Financial Services | NONE | $0 | $17,738 |
| Cetera Investment Advisors | NONE | $0 | $8,922 |