Plan5500

Livingston Healthcare 401(K) Plan — Form 5500 plan (Livingston Healthcare)

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, Livingston Healthcare 401(K) Plan is a benefit plan reported by Livingston Healthcare under EIN 81-0378200 and plan number 003. The latest loaded filing year is 2023. The filing reports 512 participants and $26,369,993 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Livingston Healthcare
EIN
81-0378200
Plan number
003
Plan type
2
Location
Livingston, MT
Latest filing year
2023
Participants
512
End-of-year plan assets
$26,369,993

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023512H, C20240904150505NAL0036693376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,369,993
Total liabilities (EOY)
$0
Net assets (EOY)
$26,369,993
Net assets (BOY)
$21,541,161

Income & contributions

Employer contributions
$1,313,449
Participant contributions
$2,067,973
Total contributions
$3,460,671
Total income / additions
$7,441,922

Expenses & distributions

Benefits paid
$2,526,874
Administrative expenses
$72,559
Total expenses
$2,613,090
Net increase / (decrease)
$4,828,832

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$35,095$02023
Ubs Financial Services IncINVESTMENT ADVISOR$34,011not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$7,017not reported in the loaded dataset2023

Related Form 5500 pages