Johnson Health Center Matching Tax-Deferrd Savings Plan — Form 5500 plan (Johnson 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, Johnson Health Center Matching Tax-Deferrd Savings Plan is a benefit plan reported by Johnson Health Center under EIN 54-1287905 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $9,945,351 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Johnson Health Center
- EIN
- 54-1287905
- Plan number
- 001
- Plan type
- 2
- Location
- Madison Heights, VA
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $9,945,351
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20240710144506NAL0008705523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,945,351
- Net assets (EOY)
- $9,945,351
- Net assets (BOY)
- $8,698,701
Income & contributions
- Employer contributions
- $141,716
- Participant contributions
- $198,932
- Total contributions
- $355,751
- Total income / additions
- $1,368,248
Expenses & distributions
- Benefits paid
- $120,094
- Administrative expenses
- $1,504
- Total expenses
- $121,598
- Net increase / (decrease)
- $1,246,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Variable Annuity Life Insurance Co. | ADVISORY FEES | $1,504 | $0 | 2023 |