2023 Form 5500 filing — Ashe Memorial Hospital 403(B) 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 20240801081037NAL0013337235001) for Ashe Memorial Hospital 403(B) Plan, reported by Ashe Memorial Hospital under EIN 56-0603900 and plan number 006. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801081037NAL0013337235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ashe Memorial Hospital
- EIN
- 56-0603900
- Plan number
- 006
- Location
- Jefferson, NC
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,150,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,150,838
- Employer contributions
- $172,641
- Participant contributions
- $851,046
- Total income / additions
- $2,505,277
- Benefits paid
- $1,414,685
- Administrative expenses
- $62,198
- Total expenses
- $1,490,688
- Net increase / (decrease)
- $1,014,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $34,971 | $0 |
| Kestra Advisors | INVESTMENT ADVISORY | $21,227 | not reported in the loaded dataset |
| Long Cpa, Pllc | AUDITOR | $6,000 | not reported in the loaded dataset |