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, Licking Memorial Health Systems Tax Deferred 403(B) Plan is a benefit plan reported by Licking Memorial Health Systems under EIN 31-1096218 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,968 participants and $142,165,753 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,165,753
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,165,753
- Net assets (BOY)
- $106,969,965
Income & contributions
- Employer contributions
- $857
- Participant contributions
- $10,050,766
- Total contributions
- $26,177,700
- Total income / additions
- $45,623,541
Expenses & distributions
- Benefits paid
- $10,235,172
- Administrative expenses
- $192,330
- Total expenses
- $10,427,753
- Net increase / (decrease)
- $35,195,788