2023 Form 5500 filing — Fulton County Health 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 20240903082259NAL0010452083002) for Fulton County Health Center Tax Deferred Annuity Plan, reported by Fulton County Health Center under EIN 34-4428214 and plan number 005. It reports 895 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903082259NAL0010452083002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fulton County Health Center
- EIN
- 34-4428214
- Plan number
- 005
- Location
- Wauseon, OH
- Participants
- 895
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,122,750
- Net assets (EOY)
- $27,122,750
- Participant contributions
- $2,095,593
- Total income / additions
- $6,456,239
- Benefits paid
- $1,384,908
- Administrative expenses
- $111,424
- Total expenses
- $1,496,332
- Net increase / (decrease)
- $4,959,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Asset Advisory Services LLC | INVESTMENT ADVISOR | $60,243 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $51,181 | $0 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $1,933 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |