2023 Form 5500 filing — Sioux Falls Specialty Hospital 401(K) 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 20240927115915NAL0002242785001) for Sioux Falls Specialty Hospital 401(K) Retirement Plan, reported by Sioux Falls Specialty Hospital under EIN 46-0382492 and plan number 002. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927115915NAL0002242785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sioux Falls Specialty Hospital
- EIN
- 46-0382492
- Plan number
- 002
- Location
- Sioux Falls, SD
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,876,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,876,454
- Employer contributions
- $1,161,001
- Participant contributions
- $2,090,677
- Total income / additions
- $8,942,905
- Benefits paid
- $1,167,635
- Administrative expenses
- $108,021
- Total expenses
- $1,275,656
- Net increase / (decrease)
- $7,667,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $109,156 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $34,598 |
| Qualified Plan Consultants, LLC | OTHER SERVICES | $0 | $11,442 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management | INV ADV. PARTICIPANTS | $0 | $0 |