Bethany Retirement Home, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Bethany Retirement Home, Inc.)
Plain-English plan 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, Bethany Retirement Home, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Bethany Retirement Home, Inc. under EIN 16-0988865 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $4,504,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethany Retirement Home, Inc.
- EIN
- 16-0988865
- Plan number
- 001
- Plan type
- 2
- Location
- Horseheads, NY
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $4,504,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241008164617NAL0018009393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,504,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,504,811
- Net assets (BOY)
- $4,819,389
Income & contributions
- Employer contributions
- $145,067
- Participant contributions
- $225,557
- Total contributions
- $370,624
- Total income / additions
- $1,123,810
Expenses & distributions
- Benefits paid
- $1,416,190
- Administrative expenses
- $17,618
- Total expenses
- $1,438,388
- Net increase / (decrease)
- -$314,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arkadios Capital LLC | BROKER/ADVISO R | not reported in the loaded dataset | $18,748 | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $15,569 | not reported in the loaded dataset | 2023 |
| Rimkus, Marciano & Associates, Inc. | 3RD PARTY ADMINISTRATOR | $2,437 | $2,061 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bethany Retirement Home, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Horseheads, NY
- Arkadios Capital LLC — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- Rimkus, Marciano & Associates, Inc. — Schedule C compensation