2023 Form 5500 filing — Montgomery General Health Care System, Inc. 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 20241015142224NAL0014826339001) for Montgomery General Health Care System, Inc. 401(K) Profit Sharing Plan, reported by Montgomery General Health Care System, Inc. under EIN 55-0632601 and plan number 002. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142224NAL0014826339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montgomery General Health Care System, Inc.
- EIN
- 55-0632601
- Plan number
- 002
- Location
- Montgomery, WV
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,451,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,451,815
- Employer contributions
- $59,641
- Participant contributions
- $491,890
- Total income / additions
- $1,339,285
- Benefits paid
- $1,023,576
- Administrative expenses
- $55,346
- Total expenses
- $1,078,922
- Net increase / (decrease)
- $260,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $32,139 | not reported in the loaded dataset |
| Buckingham Strategic Wealth | NONE | $23,207 | not reported in the loaded dataset |