Plan5500

2023 Form 5500 filing — Moab Valley Healthcare, Inc. Retirement 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 20241011164158NAL0023258929001) for Moab Valley Healthcare, Inc. Retirement Plan, reported by Moab Valley Healthcare, Inc. under EIN 87-0543342 and plan number 002. It reports 400 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)$21.2MReported net assets$21,194,271
Participants400
Provider compensation$87.9K3 Schedule C row(s)$87,906
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011164158NAL0023258929001
Plan sponsor
Moab Valley Healthcare, Inc.
EIN
87-0543342
Plan number
002
Location
Moab, UT
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)$21.2M total assets
Net assets$21.2MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$484.7K
Benefits paid / distributions$396.8K
Contributions
Employer$708.6K
Participant$1.6M
Full reported line items
Total assets (EOY)
$21,194,271
Total liabilities (EOY)
$0
Net assets (EOY)
$21,194,271
Employer contributions
$708,593
Participant contributions
$1,573,263
Total income / additions
$5,470,611
Benefits paid
$396,816
Administrative expenses
$87,905
Total expenses
$484,721
Net increase / (decrease)
$4,985,890
Schedule C

Reported service provider compensation

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

  1. 1
    Newport Group, Inc.$45.5K
    RECORDKEEPER · Direct $45.5K · Indirect $0
  2. 2
    Soltis Investment Advisors, Inc.$35.3K
    ADVISOR · Direct $35.3K
  3. 3
    Newport Trust Company$7.1K
    TRUSTEE · Direct $7.1K · Indirect $0

Related Form 5500 pages