2023 Form 5500 filing — Clark Fork Valley Hospital 403(B) 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 20240930084027NAL0010798002001) for Clark Fork Valley Hospital 403(B) Plan, reported by Plains Hospital, Inc. under EIN 81-0475376 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930084027NAL0010798002001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plains Hospital, Inc.
- EIN
- 81-0475376
- Plan number
- 001
- Location
- Plains, MT
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,728,199
- Total liabilities (EOY)
- $25,630
- Net assets (EOY)
- $11,702,569
- Employer contributions
- $178,461
- Participant contributions
- $609,360
- Total income / additions
- $2,620,767
- Benefits paid
- $860,302
- Administrative expenses
- $2,512
- Total expenses
- $864,479
- Net increase / (decrease)
- $1,756,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISOR | $36,337 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | CONTRACT ADMIN | $11,239 | not reported in the loaded dataset |
| Wipfli | AUDIT | $8,819 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,088 | $0 |