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 Lutheran Homes 401(K) Plan is a benefit plan reported by Bethany Lutheran Homes, Inc. under EIN 39-0909446 and plan number 001. The latest loaded filing year is 2023. The filing reports 531 participants and $10,363,812 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,363,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,363,812
- Net assets (BOY)
- $9,312,883
Income & contributions
- Employer contributions
- $253,939
- Participant contributions
- $571,967
- Total contributions
- $832,383
- Total income / additions
- $2,406,866
Expenses & distributions
- Benefits paid
- $1,309,399
- Administrative expenses
- $45,973
- Total expenses
- $1,355,937
- Net increase / (decrease)
- $1,050,929