Drew Memorial Hospital, Inc. 401(K) Plan — Form 5500 plan (Drew Memorial 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, Drew Memorial Hospital, Inc. 401(K) Plan is a benefit plan reported by Drew Memorial Hospital, Inc. under EIN 35-2414105 and plan number 001. The latest loaded filing year is 2023. The filing reports 448 participants and $7,306,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Drew Memorial Hospital, Inc.
- EIN
- 35-2414105
- Plan number
- 001
- Plan type
- 2
- Location
- Monticello, AR
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $7,306,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20241105092127NAL0004575667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,306,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,306,915
- Net assets (BOY)
- $6,380,058
Income & contributions
- Employer contributions
- $207,096
- Participant contributions
- $590,409
- Total contributions
- $853,149
- Total income / additions
- $1,833,422
Expenses & distributions
- Benefits paid
- $815,329
- Administrative expenses
- $87,332
- Total expenses
- $906,565
- Net increase / (decrease)
- $926,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $44,060 | $0 | 2023 |
| Qualified Plan Advisors | ADVISORY | $25,412 | not reported in the loaded dataset | 2023 |
| Prime Capital Investment Advisors | SERVICE PROVIDER | $10,257 | not reported in the loaded dataset | 2023 |
| Morningstar | ADVISORY | $7,602 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Drew Memorial Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Monticello, AR
- Lincoln National Corporation — Schedule C compensation
- Qualified Plan Advisors — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation
- Morningstar — Schedule C compensation