2023 Form 5500 filing — Methodist Le Bonheur Healthcare 401(K) 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 20241015161240NAL0015053635001) for Methodist Le Bonheur Healthcare 401(K) Plan, reported by Methodist Le Bonheur Healthcare under EIN 58-1454711 and plan number 002. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161240NAL0015053635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Methodist Le Bonheur Healthcare
- EIN
- 58-1454711
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,140,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,140,728
- Employer contributions
- $327,431
- Participant contributions
- $530,113
- Total income / additions
- $3,916,326
- Benefits paid
- $804,998
- Administrative expenses
- $14,569
- Total expenses
- $826,854
- Net increase / (decrease)
- $3,089,472
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Instl Ops | RECORDKEEPER | $14,181 | $0 |