Keokuk Health Systems, Inc. 401(K) Retirement Plan — Form 5500 plan (Keokuk Health Systems, 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, Keokuk Health Systems, Inc. 401(K) Retirement Plan is a benefit plan reported by Keokuk Health Systems, Inc. under EIN 42-1237361 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $2,651,652 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keokuk Health Systems, Inc.
EIN
42-1237361
Plan number
001
Plan type
2
Location
Keokuk, IA
Latest filing year
2023
Participants
142
End-of-year plan assets
$2,651,652

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240927100002NAL0003832258001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,651,652
Total liabilities (EOY)
$0
Net assets (EOY)
$2,651,652
Net assets (BOY)
$6,184,930

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$633,938

Expenses & distributions

Benefits paid
$4,166,901
Administrative expenses
$12,842
Total expenses
$4,167,216
Net increase / (decrease)
-$3,533,278

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise Financial Services IncADVISOR$0$13,0532023
Fidelity Investments InstitutionalRECORDKEEPER$12,842$02023

Related Form 5500 pages