2023 Form 5500 filing — Licking Memorial Health Systems Tax Deferred 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 20241015151802NAL0048617632001) for Licking Memorial Health Systems Tax Deferred 403(B) Plan, reported by Licking Memorial Health Systems under EIN 31-1096218 and plan number 007. It reports 2,968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151802NAL0048617632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Licking Memorial Health Systems
- EIN
- 31-1096218
- Plan number
- 007
- Location
- Newark, OH
- Participants
- 2,968
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,165,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,165,753
- Employer contributions
- $857
- Participant contributions
- $10,050,766
- Total income / additions
- $45,623,541
- Benefits paid
- $10,235,172
- Administrative expenses
- $192,330
- Total expenses
- $10,427,753
- Net increase / (decrease)
- $35,195,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $188,540 | $0 |