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BETHESDA FAMILY SERVICES FOUNDATION — BETHESDA FAMILY SERVICES FOUNDATION DEFINED CONTRIBUTION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250814101904NAL0013566832001
BETHESDA FAMILY SERVICES FOUNDATION
Form 5500-SF
FILING_RECEIVED
BETHESDA FAMILY SERVICES FOUNDATION DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$575K
Net assets (EOY)
$575K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BETHESDA FAMILY SERVICES FOUNDATION
.
Find decision makers
Plan sponsor
Name
BETHESDA FAMILY SERVICES FOUNDATION
EIN
23-2816631
Address
260 REITZ BLVD, SUITE 6 · LEWISBURG, PA · 17837
Phone
(570) 523-0605
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-08-14
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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