2023 Form 5500 filing — Bethany Children'S Home And Affiliated Employers' 401(K) 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 20250415113442NAL0003273169001) for Bethany Children'S Home And Affiliated Employers' 401(K) Plan, reported by Bethany Children'S Home under EIN 23-1365188 and plan number 002. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415113442NAL0003273169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethany Children'S Home
- EIN
- 23-1365188
- Plan number
- 002
- Location
- Womelsdorf, PA
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,416,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,416,293
- Employer contributions
- $207,619
- Participant contributions
- $299,772
- Total income / additions
- $935,680
- Benefits paid
- $361,640
- Administrative expenses
- $21,194
- Total expenses
- $382,834
- Net increase / (decrease)
- $552,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $19,932 | $0 |
| Wealth Advisory Group Inc | SERVICE PROVIDER | $0 | $9,534 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,262 | $0 |