The Bethel Home 401(K) Profit Sharing Plan — Form 5500 plan (Bethel Methodist Home)
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, The Bethel Home 401(K) Profit Sharing Plan is a benefit plan reported by Bethel Methodist Home under EIN 13-1739921 and plan number 002. The latest loaded filing year is 2023. The filing reports 219 participants and $5,479,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethel Methodist Home
- EIN
- 13-1739921
- Plan number
- 002
- Plan type
- 2
- Location
- Croton On Hudson, NY
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $5,479,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241014132606NAL0015000035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,479,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,479,711
- Net assets (BOY)
- $5,078,215
Income & contributions
- Employer contributions
- $219,382
- Participant contributions
- $302,634
- Total contributions
- $524,832
- Total income / additions
- $1,241,536
Expenses & distributions
- Benefits paid
- $804,855
- Administrative expenses
- $35,185
- Total expenses
- $840,040
- Net increase / (decrease)
- $401,496
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,212 | $0 | 2023 |
| Smith Brothers Financial, LLC | INVESTMENT ADVISORY | $0 | $8,555 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bethel Methodist Home
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Croton On Hudson, NY
- Principal Life Insurance Company — Schedule C compensation
- Smith Brothers Financial, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation