Pella Regional Health Center 401(K) Plan — Form 5500 plan (Pella Regional Health Center)

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, Pella Regional Health Center 401(K) Plan is a benefit plan reported by Pella Regional Health Center under EIN 42-0842204 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,025 participants and $90,949,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pella Regional Health Center
EIN
42-0842204
Plan number
003
Plan type
2
Location
Pella, IA
Latest filing year
2023
Participants
1,025
End-of-year plan assets
$90,949,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,025H, C20241015174828NAL0029298689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,949,317
Total liabilities (EOY)
$18
Net assets (EOY)
$90,949,299
Net assets (BOY)
$79,154,180

Income & contributions

Employer contributions
$2,158,543
Participant contributions
$4,934,715
Total contributions
$7,905,093
Total income / additions
$20,568,057

Expenses & distributions

Benefits paid
$8,628,809
Administrative expenses
$140,135
Total expenses
$8,772,938
Net increase / (decrease)
$11,795,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intellicents Invest Solutions IncADVISOR$118,785not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,389$02023

Related Form 5500 pages