Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 003 — Form 5500 plan (Monongahela Valley Hospital, Inc.)

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, Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 003 is a benefit plan reported by Monongahela Valley Hospital, Inc. under EIN 23-7218917 and plan number 003. The latest loaded filing year is 2023. The filing reports 413 participants and $8,299,360 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monongahela Valley Hospital, Inc.
EIN
23-7218917
Plan number
003
Plan type
2
Location
Monongahela, PA
Latest filing year
2023
Participants
413
End-of-year plan assets
$8,299,360

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20241014151942NAL0015192403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,299,360
Total liabilities (EOY)
$0
Net assets (EOY)
$8,299,360
Net assets (BOY)
$6,948,503

Income & contributions

Employer contributions
$483,635
Participant contributions
$460,409
Total contributions
$947,054
Total income / additions
$2,174,274

Expenses & distributions

Benefits paid
$717,841
Administrative expenses
$71,745
Total expenses
$789,586
Net increase / (decrease)
$1,384,688

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$56,912$02023
J.P. Morgan Securities LLCINVESTMENT ADVISORY$14,824$162023

Related Form 5500 pages