Edgerton Hospital And Health Services 401(K) Plan & Trust — Form 5500 plan (Edgerton Hospital And Health Services)
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, Edgerton Hospital And Health Services 401(K) Plan & Trust is a benefit plan reported by Edgerton Hospital And Health Services under EIN 39-0819992 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $8,683,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgerton Hospital And Health Services
- EIN
- 39-0819992
- Plan number
- 001
- Plan type
- 2
- Location
- Edgerton, WI
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $8,683,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241015111531NAL0028172417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,683,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,683,099
- Net assets (BOY)
- $7,026,474
Income & contributions
- Employer contributions
- $268,062
- Participant contributions
- $898,708
- Total contributions
- $1,435,498
- Total income / additions
- $2,710,361
Expenses & distributions
- Benefits paid
- $1,002,364
- Administrative expenses
- $47,574
- Total expenses
- $1,053,736
- Net increase / (decrease)
- $1,656,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ifp Advisors Inc Dba Independent Fi | INVESTMENT ADVISOR | $26,988 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,799 | $0 | 2023 |
| Map Retirement Usa LLC | CONTRACT ADMIN | $7,563 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,058 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edgerton Hospital And Health Services
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Edgerton, WI
- Ifp Advisors Inc Dba Independent Fi — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation