Lion Star 401(K) Plan — Form 5500 plan (Lion Star Nacogdoches Hospital, LLC Dba Nacogdoches 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, Lion Star 401(K) Plan is a benefit plan reported by Lion Star Nacogdoches Hospital, LLC Dba Nacogdoches Memorial Hospital under EIN 87-1142127 and plan number 001. The latest loaded filing year is 2023. The filing reports 743 participants and $2,922,149 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lion Star Nacogdoches Hospital, LLC Dba Nacogdoches Memorial Hospital
EIN
87-1142127
Plan number
001
Plan type
2
Location
Nacogdoches, TX
Latest filing year
2023
Participants
743
End-of-year plan assets
$2,922,149

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023743H, C20241015172108NAL0029234401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,922,149
Total liabilities (EOY)
$0
Net assets (EOY)
$2,922,149
Net assets (BOY)
$1,763,624

Income & contributions

Employer contributions
$0
Participant contributions
$827,589
Total contributions
$989,814
Total income / additions
$1,338,705

Expenses & distributions

Benefits paid
$154,612
Administrative expenses
$21,882
Total expenses
$180,180
Net increase / (decrease)
$1,158,525

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$12,576$02023
Rbc Capital MarketsRIA$7,765not reported in the loaded dataset2023

Related Form 5500 pages