2023 Form 5500 filing — Harrison Memorial Hospital 401(K) Retirement 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 20241008080416NAL0029348752001) for Harrison Memorial Hospital 401(K) Retirement Plan, reported by Harrison Memorial Hospital under EIN 61-0420440 and plan number 002. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008080416NAL0029348752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harrison Memorial Hospital
- EIN
- 61-0420440
- Plan number
- 002
- Location
- Cynthiana, KY
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,640,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,640,660
- Employer contributions
- $737,191
- Participant contributions
- $1,250,043
- Total income / additions
- $5,836,867
- Benefits paid
- $4,289,490
- Administrative expenses
- $59,205
- Total expenses
- $4,356,303
- Net increase / (decrease)
- $1,480,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | INVESTMENT ADVISOR | $13,210 | $68,576 |
| Edward Jones | INVESTMENT ADVISOR | $0 | $39,598 |
| Mesirow Services | RECORDKEEPER | $6,524 | not reported in the loaded dataset |