Plan5500

Bethel Mills, Inc. Retirement Plan — Form 5500 plan (Bethel Mills)

Plain-English plan 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, Bethel Mills, Inc. Retirement Plan is a benefit plan reported by Bethel Mills under EIN 03-0105255 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $2,917,660 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bethel Mills
EIN
03-0105255
Plan number
002
Plan type
2
Location
Bethel, VT
Latest filing year
2023
Participants
132
End-of-year plan assets
$2,917,660

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20241015070544NAL0015929763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,917,660
Net assets (EOY)
$2,917,660
Net assets (BOY)
$2,124,256

Income & contributions

Employer contributions
$378,092
Participant contributions
$236,721
Total contributions
$614,813
Total income / additions
$959,173

Expenses & distributions

Benefits paid
$148,516
Administrative expenses
$17,253
Total expenses
$165,769
Net increase / (decrease)
$793,404

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CeteraADVISOR$12,709$02023
American FundsRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages