White-Wilson Medical Center Profit Sharing & 401(K) Plan &Tr — Form 5500 plan (White-Wilson Medical Center, Pa)

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, White-Wilson Medical Center Profit Sharing & 401(K) Plan &Tr is a benefit plan reported by White-Wilson Medical Center, Pa under EIN 59-3000333 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $38,280,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
White-Wilson Medical Center, Pa
EIN
59-3000333
Plan number
001
Plan type
2
Location
Fort Walton, FL
Latest filing year
2023
Participants
469
End-of-year plan assets
$38,280,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20241009132701NAL0019312929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,280,622
Total liabilities (EOY)
$0
Net assets (EOY)
$38,280,622
Net assets (BOY)
$35,795,789

Income & contributions

Employer contributions
$779,007
Participant contributions
$1,525,203
Total contributions
$2,304,210
Total income / additions
$7,401,806

Expenses & distributions

Benefits paid
$4,772,616
Administrative expenses
$144,357
Total expenses
$4,916,973
Net increase / (decrease)
$2,484,833

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond JamesINVESTMENT/FINANCIAL ADVI$103,846$02023
Adp, Inc.RECORD KEEPER$40,510$02023
Td Ameritrade, Inc.SECURITES BROKER$0$02023

Related Form 5500 pages