Western North Carolina Community Health Services 403(B) Retirement Plan — Form 5500 plan (Western North Carolina Community Health Services, 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, Western North Carolina Community Health Services 403(B) Retirement Plan is a benefit plan reported by Western North Carolina Community Health Services, Inc. under EIN 56-1852922 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $7,145,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Western North Carolina Community Health Services, Inc.
EIN
56-1852922
Plan number
001
Plan type
2
Location
Asheville, NC
Latest filing year
2023
Participants
274
End-of-year plan assets
$7,145,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20241002202332NAL0015365744001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,145,238
Net assets (EOY)
$7,145,238
Net assets (BOY)
$5,404,924

Income & contributions

Employer contributions
$412,977
Participant contributions
$849,070
Total contributions
$1,582,750
Total income / additions
$2,594,940

Expenses & distributions

Benefits paid
$797,653
Administrative expenses
$56,973
Total expenses
$854,626
Net increase / (decrease)
$1,740,314

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$57,081$02023
Colton Groome Financial AdvisorsINVESTMENT ADVISORY$0$28,9302023

Related Form 5500 pages