Bethesda 401(K) Plan — Form 5500 plan (Bethesda)
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, Bethesda 401(K) Plan is a benefit plan reported by Bethesda under EIN 41-0693843 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $9,438,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bethesda
- EIN
- 41-0693843
- Plan number
- 001
- Plan type
- 2
- Location
- Willmar, MN
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $9,438,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H | 20241011110131NAL0036729200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,438,211
- Total liabilities (EOY)
- $827
- Net assets (EOY)
- $9,437,384
- Net assets (BOY)
- $8,414,750
Income & contributions
- Employer contributions
- $223,597
- Participant contributions
- $641,583
- Total contributions
- $915,486
- Total income / additions
- $2,310,013
Expenses & distributions
- Benefits paid
- $1,219,337
- Administrative expenses
- $68,042
- Total expenses
- $1,287,379
- Net increase / (decrease)
- $1,022,634
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.