2023 Form 5500 filing — White River Health System 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 20241009132114NAL0037940914001) for White River Health System 401(K) Plan, reported by White River Health System, Inc. under EIN 71-0411459 and plan number 001. It reports 1,826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132114NAL0037940914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White River Health System, Inc.
- EIN
- 71-0411459
- Plan number
- 001
- Location
- Batesville, AR
- Participants
- 1,826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,162,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,162,650
- Employer contributions
- $2,776,727
- Participant contributions
- $5,020,989
- Total income / additions
- $22,392,086
- Benefits paid
- $7,533,077
- Administrative expenses
- $171,524
- Total expenses
- $7,795,018
- Net increase / (decrease)
- $14,597,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $121,736 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $32,576 | $0 |
| Friday, Eldredge & Clark Llp | ATTORNEY | $17,212 | not reported in the loaded dataset |