2023 Form 5500 filing — Caldwell Medical Center Inc. Tax Deferred Annuity 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 20241001110400NAL0003211059001) for Caldwell Medical Center Inc. Tax Deferred Annuity Plan, reported by Caldwell Medical Center under EIN 61-0432526 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001110400NAL0003211059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caldwell Medical Center
- EIN
- 61-0432526
- Plan number
- 002
- Location
- Princeton, KY
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,241,453
- Total liabilities (EOY)
- $2,745
- Net assets (EOY)
- $4,238,708
- Employer contributions
- $127,683
- Participant contributions
- $243,394
- Total income / additions
- $905,692
- Benefits paid
- $228,447
- Administrative expenses
- $33,427
- Total expenses
- $261,874
- Net increase / (decrease)
- $643,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Management Services LLC | CONTRACT ADMIN | $20,925 | $0 |
| Caldwell County Hospital Inc | OTHER | $20,000 | $0 |
| Edward Jones | INVESTMENT ADVISOR | $18,435 | $0 |
| Capital Research Retirement Pn Serv | RECORDKEEPER | $250 | $0 |