2023 Form 5500 filing — Cabinet Peaks Medical Center Personal 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 20241014155341NAL0015248515001) for Cabinet Peaks Medical Center Personal Retirement Plan, reported by Cabinet Peaks Medical Center under EIN 81-0241755 and plan number 002. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155341NAL0015248515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cabinet Peaks Medical Center
- EIN
- 81-0241755
- Plan number
- 002
- Location
- Libby, MT
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,548,868
- Total liabilities (EOY)
- $117
- Net assets (EOY)
- $13,548,751
- Employer contributions
- $535,478
- Participant contributions
- $859,473
- Total income / additions
- $3,269,398
- Benefits paid
- $951,515
- Administrative expenses
- $76,009
- Total expenses
- $1,027,524
- Net increase / (decrease)
- $2,241,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $41,088 | $0 |
| Da Davidson & Company | BROKER/ADVISOR | $35,647 | not reported in the loaded dataset |