2023 Form 5500 filing — Holston Medical Group 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 20241015151312NAL0030119953001) for Holston Medical Group Retirement Plan, reported by Holston Medical Group, Inc. under EIN 62-1388079 and plan number 003. It reports 1,302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151312NAL0030119953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holston Medical Group, Inc.
- EIN
- 62-1388079
- Plan number
- 003
- Location
- Kingsport, TN
- Participants
- 1,302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,929,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,929,591
- Employer contributions
- $5,535,554
- Participant contributions
- $5,994,095
- Total income / additions
- $32,395,885
- Benefits paid
- $3,068,107
- Administrative expenses
- $389,483
- Total expenses
- $3,459,121
- Net increase / (decrease)
- $28,936,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Integrity Capital Management | ADVISOR | $241,818 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $110,642 | $0 |
| Newport Trust Company | TRUSTEE | $37,023 | $0 |