Bend Financial, Inc. 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Bend Financial, Inc. 401(k) Plan Facts (plan year 2024)

Plan name
BEND FINANCIAL, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BEND FINANCIAL, INC.
Participants
42
Employer contributions
$1,339 in plan year 2024 (13% of all contributions)
Plan year
Jan 1, 2024 – Apr 9, 2024
Plan established
Mar 8, 2018
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Apr 9, 2024), filed Oct 25, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10,670 went into the plan in contributions, $1,339 of it from the employer (13%).
  • $2.22 million was paid out to participants.

How the Bend Financial, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201914$537,575$30,288$701
202027$838,403$34,991$145,418
202133$1.53 million$42,304$18,381
202238$1.48 million$43,741$195,301
202341$2.21 million$54,097$90,306
2024 (final)42$0$1,339$2.22 million

Bend Financial, Inc. 401(k) Contact Information

Phone
888-357-1185
Mailing address
PO BOX 961089, BOSTON MA 02196
Plan sponsor
BEND FINANCIAL, INC.
Plan administrator
GUIDELINE, INC.
Employer identification number (EIN)
82-3620712
Plan number
001

Questions about the Bend Financial, Inc. 401(k)

Is the Bend Financial, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024.

Does Bend Financial, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1,339, 13% of all contributions.

Does the Bend Financial, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Bend Financial, Inc 401(k) plan?

42 participants at the start of plan year 2024.

Who manages the Bend Financial, Inc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

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