2023 Form 5500 filing — Shenandoah Valley Medical System Inc. Retirement 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 20240729082939NAL0019130961001) for Shenandoah Valley Medical System Inc. Retirement Plan, reported by Shenandoah Valley Medical System Inc. under EIN 55-0563741 and plan number 001. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729082939NAL0019130961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shenandoah Valley Medical System Inc.
- EIN
- 55-0563741
- Plan number
- 001
- Location
- Martinsburg, WV
- Participants
- 399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,152,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,152,415
- Employer contributions
- $400,445
- Participant contributions
- $899,155
- Total income / additions
- $3,737,419
- Benefits paid
- $2,709,823
- Administrative expenses
- $40,211
- Total expenses
- $2,780,271
- Net increase / (decrease)
- $957,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $9,012 | $27,260 |
| Wells Fargo Clearing Srvs | NONE | $25,000 | not reported in the loaded dataset |
| Smith Elliott Kearns And Company | ACCOUNTANT | $5,995 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $925 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $180 | not reported in the loaded dataset |