Bear Hill Healthcare 401(K) Profit Sharing Plan — Form 5500 plan (Bear Hill Healthcare 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, Bear Hill Healthcare 401(K) Profit Sharing Plan is a benefit plan reported by Bear Hill Healthcare LLC under EIN 84-3052445 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $3,991,031 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4MPlan net assets, end of year$3,991,031
Participants154Covered participants reported
Assets / participant$25.9KComputed: assets ÷ participants$25,916 (computed)
Provider compensation$1.2K2 Schedule C provider row(s)$1,193
- Plan sponsor
- Bear Hill Healthcare LLC
- EIN
- 84-3052445
- Plan number
- 001
- Plan type
- 2
- Location
- Stoneham, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241011151110NAL0022168017001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,991,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,991,031
- Net assets (BOY)
- $3,818,921
Income & contributions
- Participant contributions
- $118,777
- Total contributions
- $118,777
- Total income / additions
- $706,160
Expenses & distributions
- Benefits paid
- $532,857
- Administrative expenses
- $1,193
- Total expenses
- $534,050
- Net increase / (decrease)
- $172,110
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income75%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Research Management Company | RECORDKEEPER | $1,193 | $0 | 2023 |
| Commonwealth Financial Network | NONE | $0 | $0 | 2023 |