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, Bethesda Health Group, Inc. Retirement Savings 403(B) Plan is a benefit plan reported by Bethesda Health Group, Inc. under EIN 43-0666738 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,748 participants and $23,276,988 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,276,988
- Net assets (EOY)
- $23,276,988
- Net assets (BOY)
- $20,886,846
Income & contributions
- Employer contributions
- $772,600
- Participant contributions
- $1,699,249
- Total contributions
- $2,847,626
- Total income / additions
- $5,373,275
Expenses & distributions
- Benefits paid
- $2,905,525
- Administrative expenses
- $77,608
- Total expenses
- $2,983,133
- Net increase / (decrease)
- $2,390,142