Animas Surgical Hospital, LLC 401k Plan & Trust — Form 5500 plan (Animas Surgical Hospital, LLC)

Plain-English plan 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, Animas Surgical Hospital, LLC 401k Plan & Trust is a benefit plan reported by Animas Surgical Hospital, LLC under EIN 16-1632441 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $8,290,534 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Animas Surgical Hospital, LLC
EIN
16-1632441
Plan number
001
Plan type
2
Location
Durango, CO
Latest filing year
2023
Participants
210
End-of-year plan assets
$8,290,534

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241015142054NAL0016605123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,290,534
Total liabilities (EOY)
$0
Net assets (EOY)
$8,290,534
Net assets (BOY)
$6,511,951

Income & contributions

Employer contributions
$191,273
Participant contributions
$810,728
Total contributions
$1,496,776
Total income / additions
$2,639,492

Expenses & distributions

Benefits paid
$796,544
Administrative expenses
$51,284
Total expenses
$860,909
Net increase / (decrease)
$1,778,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Western Wealth ManagementADVISOR$36,629not reported in the loaded dataset2023
The Vanguard Group, Inc.RECORDKEEPER$15,480not reported in the loaded dataset2023

Related Form 5500 pages