Bridge Homecare Partners LLC 401(K) Profit Sharing Plan — Form 5500 plan (Bridge Homecare Partners LLC)
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, Bridge Homecare Partners LLC 401(K) Profit Sharing Plan is a benefit plan reported by Bridge Homecare Partners LLC under EIN 20-3715416 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $11,981,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridge Homecare Partners LLC
- EIN
- 20-3715416
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $11,981,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241014122412NAL0027259057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,981,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,981,484
- Net assets (BOY)
- $10,142,267
Income & contributions
- Employer contributions
- $311,558
- Participant contributions
- $862,980
- Total contributions
- $1,329,699
- Total income / additions
- $3,038,036
Expenses & distributions
- Benefits paid
- $1,181,887
- Administrative expenses
- $9,345
- Total expenses
- $1,198,819
- Net increase / (decrease)
- $1,839,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | BROKER/DEALER | $0 | $38,655 | 2023 |
| Dynamic Pension Services, Inc. | TPA | $0 | $6,404 | 2023 |
| Dynamic Pension Services, Inc. | TPA | $4,745 | not reported in the loaded dataset | 2023 |