2023 Form 5500 filing — Harnett Health System, Inc. Supplemental Retirement 403(B) 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 20241014154353NAL0013563491001) for Harnett Health System, Inc. Supplemental Retirement 403(B) Plan, reported by Harnett Health System, Inc. under EIN 56-0603898 and plan number 002. It reports 1,544 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154353NAL0013563491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harnett Health System, Inc.
- EIN
- 56-0603898
- Plan number
- 002
- Location
- Dunn, NC
- Participants
- 1,544
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,342,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,342,193
- Employer contributions
- $94,309
- Participant contributions
- $637,418
- Total income / additions
- $5,448,571
- Benefits paid
- $5,204,808
- Administrative expenses
- $69,037
- Total expenses
- $5,273,845
- Net increase / (decrease)
- $174,726
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $70,715 | $0 |
| Capfinancial Partners, LLC | SERVICE PROVIDER | $0 | not reported in the loaded dataset |