2023 Form 5500 filing — Bethel Mills, Inc. 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 20241015070544NAL0015929763001) for Bethel Mills, Inc. Retirement Plan, reported by Bethel Mills under EIN 03-0105255 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015070544NAL0015929763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethel Mills
- EIN
- 03-0105255
- Plan number
- 002
- Location
- Bethel, VT
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,917,660
- Net assets (EOY)
- $2,917,660
- Employer contributions
- $378,092
- Participant contributions
- $236,721
- Total income / additions
- $959,173
- Benefits paid
- $148,516
- Administrative expenses
- $17,253
- Total expenses
- $165,769
- Net increase / (decrease)
- $793,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera | ADVISOR | $12,709 | $0 |
| American Funds | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |