Stoughton Hospital Association Tax Deferred Annuity 403(B) Plan — Form 5500 plan (Stoughton Hospital Association)
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, Stoughton Hospital Association Tax Deferred Annuity 403(B) Plan is a benefit plan reported by Stoughton Hospital Association under EIN 39-0832914 and plan number 002. The latest loaded filing year is 2023. The filing reports 438 participants and $32,056,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoughton Hospital Association
- EIN
- 39-0832914
- Plan number
- 002
- Plan type
- 2
- Location
- Stoughton, WI
- Latest filing year
- 2023
- Participants
- 438
- End-of-year plan assets
- $32,056,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H | 20241002180626NAL0015087040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,056,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,056,734
- Net assets (BOY)
- $27,464,079
Income & contributions
- Employer contributions
- $684,412
- Participant contributions
- $1,471,729
- Total contributions
- $2,629,632
- Total income / additions
- $7,807,273
Expenses & distributions
- Benefits paid
- $3,211,399
- Administrative expenses
- $3,219
- Total expenses
- $3,214,618
- Net increase / (decrease)
- $4,592,655
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.