2023 Form 5500 filing — Bear Hill Healthcare 401(K) Profit Sharing 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 20241011151110NAL0022168017001) for Bear Hill Healthcare 401(K) Profit Sharing Plan, reported by Bear Hill Healthcare LLC under EIN 84-3052445 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151110NAL0022168017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bear Hill Healthcare LLC
- EIN
- 84-3052445
- Plan number
- 001
- Location
- Stoneham, MA
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,991,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,991,031
- Participant contributions
- $118,777
- Total income / additions
- $706,160
- Benefits paid
- $532,857
- Administrative expenses
- $1,193
- Total expenses
- $534,050
- Net increase / (decrease)
- $172,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Research Management Company | RECORDKEEPER | $1,193 | $0 |
| Commonwealth Financial Network | NONE | $0 | $0 |