Bethesda Health And Wellness Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 82-1779401) is a plan sponsor located in Menasha, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
82-1779401
Location
Menasha, WI
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,304,708
Total reported assets$1.3M$1,304,708
Total reported participants10
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities
Contributions & income
Employer contributions$6.1K
Participant contributions$32.4K
Total income / additions-$909.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$169
Net increase / (decrease)-$909.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bethesda Health And Wellness Inc. Retirement Plan
Participants per plan10Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 10 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bethesda Health And Wellness Inc.
YearPlanParticipantsSchedulesFiling
2023Bethesda Health And Wellness Inc. Retirement Plan10I20241231143844NAL0009177891001

Related Form 5500 pages