Ashe Memorial Hospital 403(B) Plan — Form 5500 plan (Ashe 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, Ashe Memorial Hospital 403(B) Plan is a benefit plan reported by Ashe Memorial Hospital under EIN 56-0603900 and plan number 006. The latest loaded filing year is 2023. The filing reports 395 participants and $11,150,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashe Memorial Hospital
- EIN
- 56-0603900
- Plan number
- 006
- Plan type
- 2
- Location
- Jefferson, NC
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $11,150,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20240801081037NAL0013337235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,150,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,150,838
- Net assets (BOY)
- $10,136,249
Income & contributions
- Employer contributions
- $172,641
- Participant contributions
- $851,046
- Total contributions
- $1,296,093
- Total income / additions
- $2,505,277
Expenses & distributions
- Benefits paid
- $1,414,685
- Administrative expenses
- $62,198
- Total expenses
- $1,490,688
- Net increase / (decrease)
- $1,014,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $34,971 | $0 | 2023 |
| Kestra Advisors | INVESTMENT ADVISORY | $21,227 | not reported in the loaded dataset | 2023 |
| Long Cpa, Pllc | AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |