Retirement Income Plan Of Englewood Hospital And Medical Center 401a — Form 5500 plan (Englewood Hospital And Medical Center)

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, Retirement Income Plan Of Englewood Hospital And Medical Center 401a is a benefit plan reported by Englewood Hospital And Medical Center under EIN 22-1487173 and plan number 004. The latest loaded filing year is 2023. The filing reports 179 participants and $1,580,635 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,580,635
Participants179Covered participants reported
Assets / participant$8.8KComputed: assets ÷ participants$8,830 (computed)
Provider compensation$11.1K2 Schedule C provider row(s)$11,120
Plan sponsor
Englewood Hospital And Medical Center
EIN
22-1487173
Plan number
004
Plan type
2
Location
Englewood, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241008153758NAL0017898001001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$214.1K
Total expenses$97.9K
Benefits paid / distributions$86.8K
Full reported line items

Net assets

Total assets (EOY)
$1,580,635
Net assets (EOY)
$1,580,635
Net assets (BOY)
$1,464,479

Income & contributions

Total income / additions
$214,068

Expenses & distributions

Benefits paid
$86,792
Administrative expenses
$11,120
Total expenses
$97,912
Net increase / (decrease)
$116,156
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$11,120$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages