Bradford Health Services 401(K) Profit Sharing Pla — Form 5500 plan (Bradford Health Services)
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, Bradford Health Services 401(K) Profit Sharing Pla is a benefit plan reported by Bradford Health Services under EIN 63-1198286 and plan number 001. The latest loaded filing year is 2023. The filing reports 682 participants and $10,688,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bradford Health Services
- EIN
- 63-1198286
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $10,688,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20250520171628NAL0001261905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,688,806
- Net assets (EOY)
- $10,688,806
- Net assets (BOY)
- $10,296,449
Income & contributions
- Employer contributions
- $1,891
- Participant contributions
- $866,130
- Total contributions
- $895,263
- Total income / additions
- $2,506,718
Expenses & distributions
- Benefits paid
- $1,983,994
- Administrative expenses
- $64,661
- Total expenses
- $2,114,361
- Net increase / (decrease)
- $392,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Leafhouse Financial Advisors | SERVICE PROVIDER | $5,197 | $0 | 2023 |
| Oneascent Financial Services | not reported in the loaded dataset | $614 | $0 | 2023 |