2023 Form 5500 filing — Johnson Health Center Matching Tax-Deferrd Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710144506NAL0008705523001) for Johnson Health Center Matching Tax-Deferrd Savings Plan, reported by Johnson Health Center under EIN 54-1287905 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710144506NAL0008705523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson Health Center
- EIN
- 54-1287905
- Plan number
- 001
- Location
- Madison Heights, VA
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,945,351
- Net assets (EOY)
- $9,945,351
- Employer contributions
- $141,716
- Participant contributions
- $198,932
- Total income / additions
- $1,368,248
- Benefits paid
- $120,094
- Administrative expenses
- $1,504
- Total expenses
- $121,598
- Net increase / (decrease)
- $1,246,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Variable Annuity Life Insurance Co. | ADVISORY FEES | $1,504 | $0 |