Harrison Memorial Hospital 401(K) Retirement Plan — Form 5500 plan (Harrison 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, Harrison Memorial Hospital 401(K) Retirement Plan is a benefit plan reported by Harrison Memorial Hospital under EIN 61-0420440 and plan number 002. The latest loaded filing year is 2023. The filing reports 514 participants and $23,640,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harrison Memorial Hospital
- EIN
- 61-0420440
- Plan number
- 002
- Plan type
- 2
- Location
- Cynthiana, KY
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $23,640,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20241008080416NAL0029348752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,640,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,640,660
- Net assets (BOY)
- $22,160,096
Income & contributions
- Employer contributions
- $737,191
- Participant contributions
- $1,250,043
- Total contributions
- $2,094,802
- Total income / additions
- $5,836,867
Expenses & distributions
- Benefits paid
- $4,289,490
- Administrative expenses
- $59,205
- Total expenses
- $4,356,303
- Net increase / (decrease)
- $1,480,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | INVESTMENT ADVISOR | $13,210 | $68,576 | 2023 |
| Edward Jones | INVESTMENT ADVISOR | $0 | $39,598 | 2023 |
| Mesirow Services | RECORDKEEPER | $6,524 | not reported in the loaded dataset | 2023 |