Montgomery, WV Form 5500 retirement and benefit plan filings
City Form 5500 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, Montgomery, WV has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,906,950 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $9,906,950
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $9,906,950
Contributions & income
- Employer contributions
- $412,756
- Participant contributions
- $491,890
- Total income / additions
- $2,049,511
Expenses & distributions
- Benefits paid / distributions
- $1,239,700
- Total expenses
- $1,476,216
- Net increase / (decrease)
- $573,295
Coverage
- Total reported participants
- 896
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montgomery, WV plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Montgomery General Health Care System, Inc. 401(K) Profit Sharing Plan | Montgomery General Health Care System, Inc. | $6,451,815 | 2023 |
| Montgomery General Hospital Employees' Pension Plan | Montgomery General Hospital | $3,455,135 | 2023 |
| Montgomery General Hospital Health | Montgomery General Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Montgomery → · Montgomery plans by participants → · Montgomery plans with financial data → · Montgomery plans with provider compensation → · $1B+ plans in Montgomery →
Related Form 5500 pages
- All WV Form 5500 filings
- Montgomery General Health Care System, Inc. 401(K) Profit Sharing Plan (plan 002)
- Montgomery General Health Care System, Inc. — all reported plans
- Montgomery General Hospital Employees' Pension Plan (plan 001)
- Montgomery General Hospital — all reported plans
- Montgomery General Hospital Health (plan 501)
- Methodology
- Data sources