2023 Form 5500 filing — Oconee Valley Healthcare 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 20240926135423NAL0000424003001) for Oconee Valley Healthcare Retirement Plan, reported by Oconee Valley Healthcare Inc. under EIN 58-2639942 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926135423NAL0000424003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oconee Valley Healthcare Inc.
- EIN
- 58-2639942
- Plan number
- 001
- Location
- Greensboro, GA
- Participants
- 102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,210,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,210,168
- Employer contributions
- $93,425
- Participant contributions
- $209,324
- Total income / additions
- $565,505
- Benefits paid
- $162,093
- Administrative expenses
- $17,333
- Total expenses
- $179,426
- Net increase / (decrease)
- $386,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $12,622 | $0 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $839 | $0 |