2023 Form 5500 filing — Reedsburg Area Medical Center, Inc. 401(K) 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 20240911155818NAL0007288417001) for Reedsburg Area Medical Center, Inc. 401(K) Plan, reported by Reedsburg Area Medical Center, Inc. under EIN 39-1091432 and plan number 001. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911155818NAL0007288417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reedsburg Area Medical Center, Inc.
- EIN
- 39-1091432
- Plan number
- 001
- Location
- Reedsburg, WI
- Participants
- 778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,068,533
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,068,533
- Employer contributions
- $1,724,110
- Participant contributions
- $3,204,907
- Total income / additions
- $16,859,389
- Benefits paid
- $3,740,013
- Administrative expenses
- $216,265
- Total expenses
- $3,956,278
- Net increase / (decrease)
- $12,903,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,393 | $0 |
| Cota Street Investment Management | INVESTMENT MGMT | $75,316 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $43,704 | not reported in the loaded dataset |
| Mbe Wealth Management LLC | INVESTMENT ADVISOR | $21,852 | not reported in the loaded dataset |