Bear Hill Healthcare 401(K) Profit Sharing Plan — Form 5500 plan (Bear Hill Healthcare LLC)
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, Bear Hill Healthcare 401(K) Profit Sharing Plan is a benefit plan reported by Bear Hill Healthcare LLC under EIN 84-3052445 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $3,991,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bear Hill Healthcare LLC
- EIN
- 84-3052445
- Plan number
- 001
- Plan type
- 2
- Location
- Stoneham, MA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $3,991,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241011151110NAL0022168017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,991,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,991,031
- Net assets (BOY)
- $3,818,921
Income & contributions
- Participant contributions
- $118,777
- Total contributions
- $118,777
- Total income / additions
- $706,160
Expenses & distributions
- Benefits paid
- $532,857
- Administrative expenses
- $1,193
- Total expenses
- $534,050
- Net increase / (decrease)
- $172,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Research Management Company | RECORDKEEPER | $1,193 | $0 | 2023 |
| Commonwealth Financial Network | NONE | $0 | $0 | 2023 |