2023 Form 5500 filing — Medtrust Holdings, 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 20241126084153NAL0005410097001) for Medtrust Holdings, Inc. 401(K) Profit Sharing Plan, reported by Medtrust Holdings, Inc. under EIN 82-3630492 and plan number 001. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126084153NAL0005410097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medtrust Holdings, Inc.
- EIN
- 82-3630492
- Plan number
- 001
- Location
- Hanahan, SC
- Participants
- 563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,442,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,442,152
- Employer contributions
- $212,455
- Participant contributions
- $401,664
- Total income / additions
- $932,765
- Benefits paid
- $434,315
- Administrative expenses
- $24,497
- Total expenses
- $476,849
- Net increase / (decrease)
- $455,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,320 | $0 |
| The Vanguard Group,Inc | RECORDKEEPR | $10,349 | not reported in the loaded dataset |
| Compass 360 LLC | RECORDKEEPR | $6,199 | not reported in the loaded dataset |