2023 Form 5500 filing — Drew Memorial Hospital, Inc. 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 20241105092127NAL0004575667001) for Drew Memorial Hospital, Inc. 401(K) Plan, reported by Drew Memorial Hospital, Inc. under EIN 35-2414105 and plan number 001. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105092127NAL0004575667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Drew Memorial Hospital, Inc.
- EIN
- 35-2414105
- Plan number
- 001
- Location
- Monticello, AR
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,306,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,306,915
- Employer contributions
- $207,096
- Participant contributions
- $590,409
- Total income / additions
- $1,833,422
- Benefits paid
- $815,329
- Administrative expenses
- $87,332
- Total expenses
- $906,565
- Net increase / (decrease)
- $926,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $44,060 | $0 |
| Qualified Plan Advisors | ADVISORY | $25,412 | not reported in the loaded dataset |
| Prime Capital Investment Advisors | SERVICE PROVIDER | $10,257 | not reported in the loaded dataset |
| Morningstar | ADVISORY | $7,602 | not reported in the loaded dataset |