2023 Form 5500 filing — Bethesda Health Group, Inc. Retirement Savings 403(B) 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 20241014171809NAL0013676979002) for Bethesda Health Group, Inc. Retirement Savings 403(B) Plan, reported by Bethesda Health Group, Inc. under EIN 43-0666738 and plan number 003. It reports 1,748 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)$23.3MReported net assets$23,276,988
Participants1.7K1,748
Provider compensation$54.7K1 Schedule C row(s)$54,688
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014171809NAL0013676979002
- Plan sponsor
- Bethesda Health Group, Inc.
- EIN
- 43-0666738
- Plan number
- 003
- Location
- St. Louis, MO
- 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)$23.3M total assets
Net assets$23.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $23,276,988
- Net assets (EOY)
- $23,276,988
- Employer contributions
- $772,600
- Participant contributions
- $1,699,249
- Total income / additions
- $5,373,275
- Benefits paid
- $2,905,525
- Administrative expenses
- $77,608
- Total expenses
- $2,983,133
- Net increase / (decrease)
- $2,390,142
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $54,688 | $0 |