2023 Form 5500 filing — Phelps Memorial Health Center Tax Sheltered 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 20241008111614NAL0016508657001) for Phelps Memorial Health Center Tax Sheltered Annuity Plan, reported by Phelps Memorial Health Center under EIN 47-0481628 and plan number 004. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111614NAL0016508657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phelps Memorial Health Center
- EIN
- 47-0481628
- Plan number
- 004
- Location
- Holdrege, NE
- Participants
- 352
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,146,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,146,038
- Employer contributions
- $540,728
- Participant contributions
- $1,370,882
- Total income / additions
- $4,555,591
- Benefits paid
- $1,452,575
- Administrative expenses
- $86,899
- Total expenses
- $1,539,474
- Net increase / (decrease)
- $3,016,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $62,668 | $0 |
| Commonwealth Financial Network | ADVISOR | $24,231 | not reported in the loaded dataset |