Davis Health System 401(K) Profit Sharing Plan — Form 5500 plan (Davis 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, Davis Health System 401(K) Profit Sharing Plan is a benefit plan reported by Davis Memorial Hospital under EIN 55-0375433 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,632 participants and $32,592,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davis Memorial Hospital
EIN
55-0375433
Plan number
002
Plan type
2
Location
Elkins, WV
Latest filing year
2023
Participants
1,632
End-of-year plan assets
$32,592,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,632H, C20250417100427NAL0000470195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,592,030
Total liabilities (EOY)
$28,861
Net assets (EOY)
$32,563,169
Net assets (BOY)
$28,998,967

Income & contributions

Employer contributions
$410,769
Participant contributions
$2,033,913
Total contributions
$2,916,132
Total income / additions
$6,753,099

Expenses & distributions

Benefits paid
$3,069,291
Administrative expenses
$119,606
Total expenses
$3,188,897
Net increase / (decrease)
$3,564,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus FinancialRECORDKEEPER/TRUSTEE$119,601$02023

Related Form 5500 pages