2023 Form 5500 filing — Bradford Health Services 401(K) Profit Sharing Pla
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 20250520171628NAL0001261905001) for Bradford Health Services 401(K) Profit Sharing Pla, reported by Bradford Health Services under EIN 63-1198286 and plan number 001. It reports 682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250520171628NAL0001261905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradford Health Services
- EIN
- 63-1198286
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,688,806
- Net assets (EOY)
- $10,688,806
- Employer contributions
- $1,891
- Participant contributions
- $866,130
- Total income / additions
- $2,506,718
- Benefits paid
- $1,983,994
- Administrative expenses
- $64,661
- Total expenses
- $2,114,361
- Net increase / (decrease)
- $392,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leafhouse Financial Advisors | SERVICE PROVIDER | $5,197 | $0 |
| Oneascent Financial Services | not reported in the loaded dataset | $614 | $0 |