2023 Form 5500 filing — Bethany Retirement Home, Inc. Tax Deferred Annuity 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 20241008164617NAL0018009393001) for Bethany Retirement Home, Inc. Tax Deferred Annuity Plan, reported by Bethany Retirement Home, Inc. under EIN 16-0988865 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008164617NAL0018009393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethany Retirement Home, Inc.
- EIN
- 16-0988865
- Plan number
- 001
- Location
- Horseheads, NY
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,504,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,504,811
- Employer contributions
- $145,067
- Participant contributions
- $225,557
- Total income / additions
- $1,123,810
- Benefits paid
- $1,416,190
- Administrative expenses
- $17,618
- Total expenses
- $1,438,388
- Net increase / (decrease)
- -$314,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arkadios Capital LLC | BROKER/ADVISO R | not reported in the loaded dataset | $18,748 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $15,569 | not reported in the loaded dataset |
| Rimkus, Marciano & Associates, Inc. | 3RD PARTY ADMINISTRATOR | $2,437 | $2,061 |