2023 Form 5500 filing — Community Hospital Of Anaconda 401(K) Profit Sharing 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 20241011083051NAL0021524625001) for Community Hospital Of Anaconda 401(K) Profit Sharing Plan, reported by Community Hospital Of Anaconda under EIN 81-0303913 and plan number 002. It reports 545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083051NAL0021524625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Hospital Of Anaconda
- EIN
- 81-0303913
- Plan number
- 002
- Location
- Anaconda, MT
- Participants
- 545
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,056,689
- Total liabilities (EOY)
- $1,060
- Net assets (EOY)
- $21,055,629
- Employer contributions
- $554,808
- Participant contributions
- $1,974,413
- Total income / additions
- $5,898,811
- Benefits paid
- $1,860,121
- Administrative expenses
- $140,825
- Total expenses
- $2,000,946
- Net increase / (decrease)
- $3,897,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $63,327 | not reported in the loaded dataset |
| Empower Annuity Ins. Comp Of Amer. | RECORDKEEPER | $45,353 | $0 |
| Randall & Hurley, Inc. | CONTRACT ADMIN | $2,516 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,784 | not reported in the loaded dataset |