Pleasant Valley Hospital Employees' 403(B) Plan — Form 5500 plan (Pleasant Valley 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, Pleasant Valley Hospital Employees' 403(B) Plan is a benefit plan reported by Pleasant Valley Hospital under EIN 55-0440086 and plan number 002. The latest loaded filing year is 2023. The filing reports 538 participants and $18,316,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pleasant Valley Hospital
- EIN
- 55-0440086
- Plan number
- 002
- Plan type
- 2
- Location
- Point Pleasant, WV
- Latest filing year
- 2023
- Participants
- 538
- End-of-year plan assets
- $18,316,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 538 | H, C | 20251210072352NAL0005226402001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,316,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,316,452
- Net assets (BOY)
- $17,296,078
Income & contributions
- Employer contributions
- $531,152
- Participant contributions
- $2,033,400
- Total contributions
- $2,794,896
- Total income / additions
- $4,994,171
Expenses & distributions
- Benefits paid
- $3,909,766
- Administrative expenses
- $64,160
- Total expenses
- $3,973,797
- Net increase / (decrease)
- $1,020,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT ADVISORY | $27,433 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER/BOOKKEEPER | $23,589 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,138 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pleasant Valley Hospital
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Point Pleasant, WV
- Morgan Stanley Smith Barney — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation