Plan5500

Bethlehem Construction, Inc.401(K) Plan — Form 5500 plan (Bethlehem Construction, 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, Bethlehem Construction, Inc.401(K) Plan is a benefit plan reported by Bethlehem Construction, Inc. under EIN 91-1116560 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $753,550 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bethlehem Construction, Inc.
EIN
91-1116560
Plan number
001
Plan type
2
Location
Cashmere, WA
Latest filing year
2023
Participants
140
End-of-year plan assets
$753,550

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240930150354NAL0005698497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$753,550
Net assets (EOY)
$753,550
Net assets (BOY)
$448,270

Income & contributions

Employer contributions
$113,558
Participant contributions
$207,520
Total contributions
$321,078
Total income / additions
$415,848

Expenses & distributions

Benefits paid
$93,820
Administrative expenses
$16,748
Total expenses
$110,568
Net increase / (decrease)
$305,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupADVISOR$12,021$02023
Hunnex & Shoemaker, Inc.NONE$3,583$02023
M Holdings Securities, Inc.not reported in the loaded dataset$1,144$02023
Standard Retirement ServicesNONE$0$1262023

Related Form 5500 pages