Moab Valley Healthcare, Inc. Retirement Plan — Form 5500 plan (Moab Valley Healthcare, Inc.)
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, Moab Valley Healthcare, Inc. Retirement Plan is a benefit plan reported by Moab Valley Healthcare, Inc. under EIN 87-0543342 and plan number 002. The latest loaded filing year is 2023. The filing reports 400 participants and $21,194,271 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.2MPlan net assets, end of year$21,194,271
Participants400Covered participants reported
Assets / participant$53KComputed: assets ÷ participants$52,986 (computed)
Provider compensation$87.9K3 Schedule C provider row(s)$87,906
- Plan sponsor
- Moab Valley Healthcare, Inc.
- EIN
- 87-0543342
- Plan number
- 002
- Plan type
- 2
- Location
- Moab, UT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241011164158NAL0023258929001 |
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)$21.2M total assets
Net assets$21.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,194,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,194,271
- Net assets (BOY)
- $16,208,381
Income & contributions
- Employer contributions
- $708,593
- Participant contributions
- $1,573,263
- Total contributions
- $2,322,500
- Total income / additions
- $5,470,611
Expenses & distributions
- Benefits paid
- $396,816
- Administrative expenses
- $87,905
- Total expenses
- $484,721
- Net increase / (decrease)
- $4,985,890
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.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $45,469 | $0 | 2023 |
| Soltis Investment Advisors, Inc. | ADVISOR | $35,292 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $7,145 | $0 | 2023 |