Bethesda 403b Retirement Plan — Form 5500 plan (Bethesda Associates)
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 403b Retirement Plan is a benefit plan reported by Bethesda Associates under EIN 84-1087692 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,429 participants and $19,182,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethesda Associates
- EIN
- 84-1087692
- Plan number
- 001
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 1,429
- End-of-year plan assets
- $19,182,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,429 | H, C | 20240731143227NAL0022443601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,182,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,182,090
- Net assets (BOY)
- $17,039,409
Income & contributions
- Employer contributions
- $628,276
- Participant contributions
- $1,744,199
- Total contributions
- $2,397,623
- Total income / additions
- $4,968,009
Expenses & distributions
- Benefits paid
- $2,794,814
- Administrative expenses
- $30,514
- Total expenses
- $2,825,328
- Net increase / (decrease)
- $2,142,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $34,039 | $62,954 | 2023 |
| Securian Financial Services | NONE | $0 | $17,738 | 2023 |
| Cetera Investment Advisors | NONE | $0 | $8,922 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bethesda Associates
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Springs, CO
- American United Life Insurance Co — Schedule C compensation
- Securian Financial Services — Schedule C compensation
- Cetera Investment Advisors — Schedule C compensation