2023 Form 5500 filing — Mcpherson Hospital 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 20241007123914NAL0008870435001) for Mcpherson Hospital Inc. Tax Deferred Annuity Plan, reported by Mcpherson Hospital Inc. under EIN 48-0799105 and plan number 005. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007123914NAL0008870435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcpherson Hospital Inc.
- EIN
- 48-0799105
- Plan number
- 005
- Location
- Mcpherson, KS
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,979,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,979,618
- Employer contributions
- $480,004
- Participant contributions
- $1,009,669
- Total income / additions
- $3,641,874
- Benefits paid
- $1,437,260
- Administrative expenses
- $138,159
- Total expenses
- $1,589,536
- Net increase / (decrease)
- $2,052,338
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $70,052 | $0 |
| Prime Capital Invmt Adv | ADVISOR | $29,590 | not reported in the loaded dataset |
| Qualified Plan Advisors | SERVICE PROVIDER | $26,037 | not reported in the loaded dataset |
| Morningstar | ADVISOR | $12,480 | not reported in the loaded dataset |