Carroll County Memorial Hospital Employees 401k Plan & Trust — Form 5500 plan (Carroll County Memorial Hospital)
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, Carroll County Memorial Hospital Employees 401k Plan & Trust is a benefit plan reported by Carroll County Memorial Hospital under EIN 44-0629397 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $15,770,794 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.8MPlan net assets, end of year$15,770,794
Participants258Covered participants reported
Assets / participant$61.1KComputed: assets ÷ participants$61,127 (computed)
Provider compensation$74.5K4 Schedule C provider row(s)$74,508
- Plan sponsor
- Carroll County Memorial Hospital
- EIN
- 44-0629397
- Plan number
- 001
- Plan type
- 2
- Location
- Carrolton, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241014113753NAL0026056513001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,770,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,770,794
- Net assets (BOY)
- $12,487,707
Income & contributions
- Employer contributions
- $871,952
- Participant contributions
- $927,084
- Total contributions
- $2,193,263
- Total income / additions
- $4,324,459
Expenses & distributions
- Benefits paid
- $966,804
- Administrative expenses
- $74,568
- Total expenses
- $1,041,372
- Net increase / (decrease)
- $3,283,087
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
48%52%
Employer 48%Participant 52%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tfb Advisors | NONE | $53,543 | $0 | 2023 |
| Oneamerica Retirement Services | RECORDKEEPER | $20,965 | $0 | 2023 |
| Ameritas Investment Corp | NONE | $0 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carroll County Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Carrolton, MO
- Tfb Advisors — Schedule C compensation
- Oneamerica Retirement Services — Schedule C compensation
- Ameritas Investment Corp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation