2023 Form 5500 filing — Edgerton Hospital And Health Services 401(K) Plan & Trust
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 20241015111531NAL0028172417001) for Edgerton Hospital And Health Services 401(K) Plan & Trust, reported by Edgerton Hospital And Health Services under EIN 39-0819992 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111531NAL0028172417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edgerton Hospital And Health Services
- EIN
- 39-0819992
- Plan number
- 001
- Location
- Edgerton, WI
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,683,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,683,099
- Employer contributions
- $268,062
- Participant contributions
- $898,708
- Total income / additions
- $2,710,361
- Benefits paid
- $1,002,364
- Administrative expenses
- $47,574
- Total expenses
- $1,053,736
- Net increase / (decrease)
- $1,656,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifp Advisors Inc Dba Independent Fi | INVESTMENT ADVISOR | $26,988 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,799 | $0 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $7,563 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,058 | not reported in the loaded dataset |