Plan5500

Arkansas Valley Regional Medical Center 401k Plan And Trust — Form 5500 plan (Arkansas Valley Regional Medical Center)

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, Arkansas Valley Regional Medical Center 401k Plan And Trust is a benefit plan reported by Arkansas Valley Regional Medical Center under EIN 84-1465990 and plan number 004. The latest loaded filing year is 2023. The filing reports 382 participants and $24,503,613 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.5MPlan net assets, end of year$24,503,613
Participants382Covered participants reported
Assets / participant$64.1KComputed: assets ÷ participants$64,146 (computed)
Provider compensation$131.5K2 Schedule C provider row(s)$131,453
Plan sponsor
Arkansas Valley Regional Medical Center
EIN
84-1465990
Plan number
004
Plan type
2
Location
La Junta, CO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    382 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.5M total assets
Net assets$24.5MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$527.2K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$24,503,613
Total liabilities (EOY)
$0
Net assets (EOY)
$24,503,613
Net assets (BOY)
$20,418,031

Income & contributions

Employer contributions
$527,239
Participant contributions
$1,177,458
Total contributions
$1,727,689
Total income / additions
$5,295,986

Expenses & distributions

Benefits paid
$1,118,085
Administrative expenses
$92,319
Total expenses
$1,210,404
Net increase / (decrease)
$4,085,582
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$92.3K
    CONTRACT ADMINISTRATOR · Direct $92.3K · Indirect $0
  2. 2
    Global Retirement Partners LLC$39.1K
    INVESTMENT ADVISORY · Direct $0 · Indirect $39.1K

Related Form 5500 pages