Central Valley Medical Center 403(B) Retirement Plan — Form 5500 plan (Central Valley 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, Central Valley Medical Center 403(B) Retirement Plan is a benefit plan reported by Central Valley Medical Center under EIN 87-0419324 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $17,347,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Valley Medical Center
- EIN
- 87-0419324
- Plan number
- 001
- Plan type
- 2
- Location
- Nephi, UT
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $17,347,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20241002170657NAL0005052371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,347,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,347,789
- Net assets (BOY)
- $14,653,135
Income & contributions
- Employer contributions
- $106,981
- Participant contributions
- $713,708
- Total contributions
- $908,215
- Total income / additions
- $3,339,981
Expenses & distributions
- Benefits paid
- $549,183
- Administrative expenses
- $111,806
- Total expenses
- $645,327
- Net increase / (decrease)
- $2,694,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,482 | $0 | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $34,727 | $0 | 2023 |
| Soltis Investment Adv | CONTRACT ADMINISTRATOR | $18,597 | not reported in the loaded dataset | 2023 |