2023 Form 5500 filing — Bethany Lutheran Homes 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725105245NAL0023871376001) for Bethany Lutheran Homes 401(K) Plan, reported by Bethany Lutheran Homes, Inc. under EIN 39-0909446 and plan number 001. It reports 531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725105245NAL0023871376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bethany Lutheran Homes, Inc.
- EIN
- 39-0909446
- Plan number
- 001
- Location
- La Crosse, WI
- Participants
- 531
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,363,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,363,812
- Employer contributions
- $253,939
- Participant contributions
- $571,967
- Total income / additions
- $2,406,866
- Benefits paid
- $1,309,399
- Administrative expenses
- $45,973
- Total expenses
- $1,355,937
- Net increase / (decrease)
- $1,050,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc. | NONE | $29,716 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $16,257 | not reported in the loaded dataset |