Bethany Children'S Home And Affiliated Employers' 401(K) Plan — Form 5500 plan (Bethany Children'S 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, Bethany Children'S Home And Affiliated Employers' 401(K) Plan is a benefit plan reported by Bethany Children'S Home under EIN 23-1365188 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $3,416,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethany Children'S Home
- EIN
- 23-1365188
- Plan number
- 002
- Plan type
- 2
- Location
- Womelsdorf, PA
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $3,416,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20250415113442NAL0003273169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,416,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,416,293
- Net assets (BOY)
- $2,863,447
Income & contributions
- Employer contributions
- $207,619
- Participant contributions
- $299,772
- Total contributions
- $526,502
- Total income / additions
- $935,680
Expenses & distributions
- Benefits paid
- $361,640
- Administrative expenses
- $21,194
- Total expenses
- $382,834
- Net increase / (decrease)
- $552,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $19,932 | $0 | 2023 |
| Wealth Advisory Group Inc | SERVICE PROVIDER | $0 | $9,534 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,262 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bethany Children'S Home
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Womelsdorf, PA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Wealth Advisory Group Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation