Sioux Center Health 401(K) Plan — Form 5500 plan (Sioux Center Health)
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, Sioux Center Health 401(K) Plan is a benefit plan reported by Sioux Center Health under EIN 42-0796764 and plan number 002. The latest loaded filing year is 2023. The filing reports 528 participants and $32,528,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sioux Center Health
- EIN
- 42-0796764
- Plan number
- 002
- Plan type
- 2
- Location
- Sioux Center, IA
- Latest filing year
- 2023
- Participants
- 528
- End-of-year plan assets
- $32,528,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 528 | H, C | 20240906131912NAL0001414465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,528,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,528,184
- Net assets (BOY)
- $26,883,280
Income & contributions
- Employer contributions
- $1,040,984
- Participant contributions
- $2,158,399
- Total contributions
- $3,603,584
- Total income / additions
- $8,134,176
Expenses & distributions
- Benefits paid
- $2,384,768
- Administrative expenses
- $96,509
- Total expenses
- $2,489,272
- Net increase / (decrease)
- $5,644,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $96,508 | $0 | 2023 |
| Equitable Advisors, LLC. | OTHER SERVICES | $0 | $32,756 | 2023 |
| Equitable Network LLC | OTHER SERVICES | $0 | $804 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sioux Center Health
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Sioux Center, IA
- Principal Life Insurance Company — Schedule C compensation
- Equitable Advisors, LLC. — Schedule C compensation
- Equitable Network LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation