Davis Health System 403(B) Retirement Plan — Form 5500 plan (Davis Health System, Inc.)

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 403(B) Retirement Plan is a benefit plan reported by Davis Health System, Inc. under EIN 55-0737655 and plan number 001. The latest loaded filing year is 2023. The filing reports 958 participants and $3,839,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davis Health System, Inc.
EIN
55-0737655
Plan number
001
Plan type
2
Location
Elkins, WV
Latest filing year
2023
Participants
958
End-of-year plan assets
$3,839,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023958H20250417095855NAL0000485267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,839,811
Total liabilities (EOY)
$1,688
Net assets (EOY)
$3,838,123
Net assets (BOY)
$3,251,488

Income & contributions

Participant contributions
$489,842
Total contributions
$489,842
Total income / additions
$968,292

Expenses & distributions

Benefits paid
$374,972
Administrative expenses
$6,685
Total expenses
$381,657
Net increase / (decrease)
$586,635

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages