2023 Form 5500 filing — Big Sandy Health Care, Inc Tax Deferred Annuity Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240707172430NAL0006952371001) for Big Sandy Health Care, Inc Tax Deferred Annuity Plan, reported by Big Sandy Health Care, Inc under EIN 61-0849776 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.3MReported net assets$15,255,547
Participants411
Provider compensation$9.6K1 Schedule C row(s)$9,599
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240707172430NAL0006952371001
Plan sponsor
Big Sandy Health Care, Inc
EIN
61-0849776
Plan number
001
Location
Prestonsburg, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.3M total assets
Net assets$15.3MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$643.1K
Benefits paid / distributions$633.9K
Contributions
Employer$427.9K
Participant$786.3K
Full reported line items
Total assets (EOY)
$15,255,547
Total liabilities (EOY)
$0
Net assets (EOY)
$15,255,547
Employer contributions
$427,933
Participant contributions
$786,300
Total income / additions
$2,857,240
Benefits paid
$633,857
Administrative expenses
$9,214
Total expenses
$643,071
Net increase / (decrease)
$2,214,169
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $9.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240707172430NAL0006952371001 cover?
It is the 2023 Form 5500 filing for Big Sandy Health Care, Inc Tax Deferred Annuity Plan, reported by Big Sandy Health Care, Inc (EIN 61-0849776).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages