2023 Form 5500 filing — Wickenburg Community Hospital 403(B) 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 20241008120322NAL0034562146001) for Wickenburg Community Hospital 403(B) Retirement Plan, reported by Community Hospital Assoc Inc under EIN 86-0096775 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008120322NAL0034562146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Hospital Assoc Inc
- EIN
- 86-0096775
- Plan number
- 002
- Location
- Wickenburg, AZ
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,543,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,543,712
- Employer contributions
- $195,489
- Participant contributions
- $805,492
- Total income / additions
- $1,879,149
- Benefits paid
- $1,516,341
- Administrative expenses
- $38,683
- Total expenses
- $1,555,024
- Net increase / (decrease)
- $324,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $19,820 | $0 |
| Wealth Management Partners | ADVISOR | $18,863 | not reported in the loaded dataset |