Bethesda Health And Wellness Inc. Retirement Plan — Form 5500 plan (Bethesda Health And Wellness Inc.)
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 And Wellness Inc. Retirement Plan is a benefit plan reported by Bethesda Health And Wellness Inc. under EIN 82-1779401 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $1,304,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethesda Health And Wellness Inc.
- EIN
- 82-1779401
- Plan number
- 001
- Plan type
- 2
- Location
- Menasha, WI
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $1,304,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241231143844NAL0009177891001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,304,708
- Net assets (EOY)
- $1,304,708
- Net assets (BOY)
- $2,214,463
Income & contributions
- Employer contributions
- $6,084
- Participant contributions
- $32,371
- Total income / additions
- -$909,586
Expenses & distributions
- Administrative expenses
- $169
- Total expenses
- $169
- Net increase / (decrease)
- -$909,755
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.