Reedsburg Area Medical Center, Inc. 401(K) Plan — Form 5500 plan (Reedsburg Area Medical Center, 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, Reedsburg Area Medical Center, Inc. 401(K) Plan is a benefit plan reported by Reedsburg Area Medical Center, Inc. under EIN 39-1091432 and plan number 001. The latest loaded filing year is 2023. The filing reports 778 participants and $81,068,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reedsburg Area Medical Center, Inc.
- EIN
- 39-1091432
- Plan number
- 001
- Plan type
- 2
- Location
- Reedsburg, WI
- Latest filing year
- 2023
- Participants
- 778
- End-of-year plan assets
- $81,068,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 778 | H, C | 20240911155818NAL0007288417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,068,533
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,068,533
- Net assets (BOY)
- $68,165,422
Income & contributions
- Employer contributions
- $1,724,110
- Participant contributions
- $3,204,907
- Total contributions
- $5,668,764
- Total income / additions
- $16,859,389
Expenses & distributions
- Benefits paid
- $3,740,013
- Administrative expenses
- $216,265
- Total expenses
- $3,956,278
- Net increase / (decrease)
- $12,903,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $75,393 | $0 | 2023 |
| Cota Street Investment Management | INVESTMENT MGMT | $75,316 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $43,704 | not reported in the loaded dataset | 2023 |
| Mbe Wealth Management LLC | INVESTMENT ADVISOR | $21,852 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reedsburg Area Medical Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Reedsburg, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Cota Street Investment Management — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Mbe Wealth Management LLC — Schedule C compensation