2023 Form 5500 filing — South Lyon Medical Center Tax Deferred Annuity 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 20240815121223NAL0028130178001) for South Lyon Medical Center Tax Deferred Annuity Plan, reported by South Lyon Medical Center, Inc. under EIN 88-0256932 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815121223NAL0028130178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Lyon Medical Center, Inc.
- EIN
- 88-0256932
- Plan number
- 001
- Location
- Yerington, NV
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,434,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,434,686
- Employer contributions
- $125,271
- Participant contributions
- $318,464
- Total income / additions
- $1,094,669
- Benefits paid
- $768,411
- Administrative expenses
- $33,353
- Total expenses
- $801,764
- Net increase / (decrease)
- $292,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants, Inc | NONE | $18,556 | not reported in the loaded dataset |
| Palisade Investments, LLC | NONE | $14,797 | not reported in the loaded dataset |