Sioux Falls Specialty Hospital 401(K) Retirement Plan — Form 5500 plan (Sioux Falls Specialty 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, Sioux Falls Specialty Hospital 401(K) Retirement Plan is a benefit plan reported by Sioux Falls Specialty Hospital under EIN 46-0382492 and plan number 002. The latest loaded filing year is 2023. The filing reports 416 participants and $28,876,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sioux Falls Specialty Hospital
- EIN
- 46-0382492
- Plan number
- 002
- Plan type
- 2
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 416
- End-of-year plan assets
- $28,876,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 416 | H, C | 20240927115915NAL0002242785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,876,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,876,454
- Net assets (BOY)
- $21,209,205
Income & contributions
- Employer contributions
- $1,161,001
- Participant contributions
- $2,090,677
- Total contributions
- $4,826,297
- Total income / additions
- $8,942,905
Expenses & distributions
- Benefits paid
- $1,167,635
- Administrative expenses
- $108,021
- Total expenses
- $1,275,656
- Net increase / (decrease)
- $7,667,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $109,156 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $34,598 | 2023 |
| Qualified Plan Consultants, LLC | OTHER SERVICES | $0 | $11,442 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management | INV ADV. PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sioux Falls Specialty Hospital
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Sioux Falls, SD
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Qualified Plan Consultants, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation