Helping Hands Center For Special Needs 401(K) Profit Sharing Plan — Form 5500 plan (Bridgeway Academy)
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, Helping Hands Center For Special Needs 401(K) Profit Sharing Plan is a benefit plan reported by Bridgeway Academy under EIN 76-0796242 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $4,333,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridgeway Academy
- EIN
- 76-0796242
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $4,333,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241014091612NAL0043955520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,333,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,333,445
- Net assets (BOY)
- $3,378,514
Income & contributions
- Employer contributions
- $166,183
- Participant contributions
- $418,490
- Total contributions
- $584,673
- Total income / additions
- $1,218,848
Expenses & distributions
- Benefits paid
- $240,926
- Administrative expenses
- $22,991
- Total expenses
- $263,917
- Net increase / (decrease)
- $954,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $20,109 | $0 | 2023 |
| The Benefit Advantage, Inc. | CONTRACT ADMINISTRATOR | $400 | $3,712 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,402 | not reported in the loaded dataset | 2023 |