2023 Form 5500 filing — Charles Cole Memorial Hospital 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 20241010084033NAL0011303219001) for Charles Cole Memorial Hospital Retirement Savings Plan, reported by Charles Cole Memorial Hospital under EIN 24-0802108 and plan number 002. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.9MReported net assets$14,907,554
Participants232
Provider compensation$74.6K3 Schedule C row(s)$74,634
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010084033NAL0011303219001
Plan sponsor
Charles Cole Memorial Hospital
EIN
24-0802108
Plan number
002
Location
Coudersport, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.9M total assets
Net assets$14.9MLiabilities
Money in vs. money out
Total income / additions$1.9M
Total expenses$2M
Benefits paid / distributions$2M
Full reported line items
Total assets (EOY)
$14,907,554
Net assets (EOY)
$14,907,554
Total income / additions
$1,880,836
Benefits paid
$1,984,304
Administrative expenses
$62,841
Total expenses
$2,049,196
Net increase / (decrease)
-$168,360
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $37.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $29.4K
  3. 3
    INVESTMENT ADVISOR · Direct $7.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010084033NAL0011303219001 cover?
It is the 2023 Form 5500 filing for Charles Cole Memorial Hospital Retirement Savings Plan, reported by Charles Cole Memorial Hospital (EIN 24-0802108).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages