2023 Form 5500 filing — Sky Lakes Medical Center 401(K)
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 20241010191753NAL0010366195001) for Sky Lakes Medical Center 401(K), reported by Sky Lakes Medical Center, Inc. under EIN 93-0508781 and plan number 003. It reports 2,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010191753NAL0010366195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sky Lakes Medical Center, Inc.
- EIN
- 93-0508781
- Plan number
- 003
- Location
- Klamath Falls, OR
- Participants
- 2,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,410,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,410,162
- Employer contributions
- $6,205,509
- Participant contributions
- $9,208,444
- Total income / additions
- $37,568,287
- Benefits paid
- $9,127,369
- Administrative expenses
- $70,655
- Total expenses
- $9,198,024
- Net increase / (decrease)
- $28,370,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $42,320 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,335 | $0 |