Plan5500

Zumbro Valley Health Center, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Zumbro Valley Health Center, Inc. (EIN 41-6052022) is a plan sponsor located in Rochester, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-6052022
Location
Rochester, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Zumbro Valley Health Center, Inc.

  • 2 loaded plans hold $8.1M in reported assets.
  • The largest, Zumbro Valley Health Center 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 577 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.1MSummed across loaded plans$8,108,308
Total reported assets$8.1M$8,111,773
Total reported participants577
Total reported liabilities$3.5K$3,465

Reported net position

Reported assets = net assets + liabilities (summed)$8.1M total assets
Net assets$8.1MLiabilities$3.5K
Contributions & income
Employer contributions$263.9K
Participant contributions$695.9K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$982.6K
Total expenses$1M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Zumbro Valley Health Center 401(K) Savings Plan
Participants per plan289Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Zumbro Valley Health Center 401(K) Savings Plan$8.1M
    Plan #002 · 378 participants · 2023
  2. 2
    Zumbro Valley Health Center, Inc. Plannot reported in the loaded dataset
    Plan #501 · 199 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Zumbro Valley Health Center, Inc.. Open one for its full reported snapshot.

  1. 2023
    Zumbro Valley Health Center, Inc. Plan199 participants · 2No schedules
    View filing →
  2. 2023
    Zumbro Valley Health Center 401(K) Savings Plan378 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Zumbro Valley Health Center, Inc. report on Form 5500?
Zumbro Valley Health Center, Inc. (EIN 41-6052022) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Zumbro Valley Health Center, Inc.?
The Employer Identification Number (EIN) reported for Zumbro Valley Health Center, Inc. is 41-6052022.
What is the latest Form 5500 filing year for Zumbro Valley Health Center, Inc.?
The latest loaded Form 5500 filing year for Zumbro Valley Health Center, Inc. is 2023.

Related Form 5500 pages