2023 Form 5500 filing — Bethel University 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 20250603101323NAL0007161219001) for Bethel University 401(K) Plan, reported by Bethel University under EIN 62-0548913 and plan number 002. It reports 320 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)$8.8MReported net assets$8,789,572
Participants320
Provider compensation$33.9K2 Schedule C row(s)$33,861
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250603101323NAL0007161219001
Plan sponsor
Bethel University
EIN
62-0548913
Plan number
002
Location
Mckenzie, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$772.4K
Benefits paid / distributions$731.8K
Contributions
Employer$259.4K
Participant$683.6K
Full reported line items
Total assets (EOY)
$8,789,572
Total liabilities (EOY)
$0
Net assets (EOY)
$8,789,572
Employer contributions
$259,410
Participant contributions
$683,552
Total income / additions
$2,037,667
Benefits paid
$731,767
Administrative expenses
$33,951
Total expenses
$772,372
Net increase / (decrease)
$1,265,295
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $22.2K · Indirect $0
  2. 2
    NONE · Direct $11.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250603101323NAL0007161219001 cover?
It is the 2023 Form 5500 filing for Bethel University 401(K) Plan, reported by Bethel University (EIN 62-0548913).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages