2023 Form 5500 filing — Bear Hill Healthcare 401(K) Profit Sharing 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 20241011151110NAL0022168017001) for Bear Hill Healthcare 401(K) Profit Sharing Plan, reported by Bear Hill Healthcare LLC under EIN 84-3052445 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4MReported net assets$3,991,031
Participants154
Provider compensation$1.2K2 Schedule C row(s)$1,193
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011151110NAL0022168017001
- Plan sponsor
- Bear Hill Healthcare LLC
- EIN
- 84-3052445
- Plan number
- 001
- Location
- Stoneham, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,991,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,991,031
- Participant contributions
- $118,777
- Total income / additions
- $706,160
- Benefits paid
- $532,857
- Administrative expenses
- $1,193
- Total expenses
- $534,050
- Net increase / (decrease)
- $172,110
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Research Management Company | RECORDKEEPER | $1,193 | $0 |
| Commonwealth Financial Network | NONE | $0 | $0 |