2023 Form 5500 filing — Jefferson Hospital Association 401(K) Retirement 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 20240907082515NAL0002205457001) for Jefferson Hospital Association 401(K) Retirement Savings Plan, reported by Jefferson Hospital Association, Inc under EIN 71-0329353 and plan number 003. It reports 2,642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240907082515NAL0002205457001
Filing year
2023
Form type
2
Plan sponsor
Jefferson Hospital Association, Inc
EIN
71-0329353
Plan number
003
Location
Pine Bluff, AR
Participants
2,642
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$117,291,057
Net assets (EOY)
$117,291,057
Employer contributions
$3,041,698
Participant contributions
$5,252,200
Total income / additions
$28,455,824
Benefits paid
$7,819,371
Administrative expenses
$262,413
Total expenses
$8,081,784
Net increase / (decrease)
$20,374,040
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Simmons BankTRUSTEE/ ADVISOR$258,014not reported in the loaded dataset
Pcs Retirement, LLCRECORD KEEPER$150,075not reported in the loaded dataset
Southeastern Employee BenefitsRECORD KEEPER$14,864not reported in the loaded dataset

Related Form 5500 pages