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, Samaritan Bethany, Inc. 403(B) Retirement Plan is a benefit plan reported by Samaritan Bethany, Inc. under EIN 41-1373420 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $5,798,836 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,798,836
- Total liabilities (EOY)
- $16,688
- Net assets (EOY)
- $5,782,148
- Net assets (BOY)
- $5,429,458
Income & contributions
- Employer contributions
- $214,938
- Participant contributions
- $273,860
- Total contributions
- $492,461
- Total income / additions
- $1,175,451
Expenses & distributions
- Benefits paid
- $792,856
- Administrative expenses
- $41,262
- Total expenses
- $837,448
- Net increase / (decrease)
- $338,003