2023 Form 5500 filing — Susquehanna Valley Women'S Health Care 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 20241010142606NAL0010134931001) for Susquehanna Valley Women'S Health Care 401(K) Plan, reported by Susquehanna Valley Women'S Health Care under EIN 23-1729982 and plan number 002. It reports 163 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)$26MReported net assets$26,031,564
Participants163
Provider compensation$77.4K2 Schedule C row(s)$77,357
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010142606NAL0010134931001
- Plan sponsor
- Susquehanna Valley Women'S Health Care
- EIN
- 23-1729982
- Plan number
- 002
- Location
- Lancaster, PA
- Received date
- not reported in the loaded dataset
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)$26M total assets
Net assets$26MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,031,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,031,564
- Employer contributions
- $185,404
- Participant contributions
- $579,469
- Total income / additions
- $4,804,358
- Benefits paid
- $3,758,156
- Administrative expenses
- $77,357
- Total expenses
- $3,835,513
- Net increase / (decrease)
- $968,845
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | NONE | $51,350 | not reported in the loaded dataset |
| Nwps | NONE | $26,007 | not reported in the loaded dataset |