2023 Form 5500 filing — Sioux Center Health 401(K) 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 20240906131912NAL0001414465001) for Sioux Center Health 401(K) Plan, reported by Sioux Center Health under EIN 42-0796764 and plan number 002. It reports 528 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906131912NAL0001414465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sioux Center Health
- EIN
- 42-0796764
- Plan number
- 002
- Location
- Sioux Center, IA
- Participants
- 528
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,528,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,528,184
- Employer contributions
- $1,040,984
- Participant contributions
- $2,158,399
- Total income / additions
- $8,134,176
- Benefits paid
- $2,384,768
- Administrative expenses
- $96,509
- Total expenses
- $2,489,272
- Net increase / (decrease)
- $5,644,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $96,508 | $0 |
| Equitable Advisors, LLC. | OTHER SERVICES | $0 | $32,756 |
| Equitable Network LLC | OTHER SERVICES | $0 | $804 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |