Bethesda Health And Wellness INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Bethesda Health And Wellness INC.
  • Sponsor EIN: 821779401
  • Sponsor Address: 1244 APPLETON RD. SUITE D, MENASHA, WI, 59452
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255$1.7M$5,846$26,825
20245$1.7M$5,846$26,825
20239$1.3M$6,084$32,371
20224$2.2M$1,486$8,077

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