Susquehanna Valley Women'S Health Care 401(K) Plan — Form 5500 plan (Susquehanna Valley Women'S Health Care)
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, Susquehanna Valley Women'S Health Care 401(K) Plan is a benefit plan reported by Susquehanna Valley Women'S Health Care under EIN 23-1729982 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $26,031,564 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26MPlan net assets, end of year$26,031,564
Participants163Covered participants reported
Assets / participant$159.7KComputed: assets ÷ participants$159,703 (computed)
Provider compensation$77.4K2 Schedule C provider row(s)$77,357
- Plan sponsor
- Susquehanna Valley Women'S Health Care
- EIN
- 23-1729982
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241010142606NAL0010134931001 |
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)$26M total assets
Net assets$26MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,031,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,031,564
- Net assets (BOY)
- $25,062,719
Income & contributions
- Employer contributions
- $185,404
- Participant contributions
- $579,469
- Total contributions
- $815,563
- Total income / additions
- $4,804,358
Expenses & distributions
- Benefits paid
- $3,758,156
- Administrative expenses
- $77,357
- Total expenses
- $3,835,513
- Net increase / (decrease)
- $968,845
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.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income78%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Wealth Management | NONE | $51,350 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $26,007 | not reported in the loaded dataset | 2023 |