2023 Form 5500 filing — White-Wilson Medical Center Profit Sharing & 401(K) Plan &Tr
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 20241009132701NAL0019312929001) for White-Wilson Medical Center Profit Sharing & 401(K) Plan &Tr, reported by White-Wilson Medical Center, Pa under EIN 59-3000333 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132701NAL0019312929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White-Wilson Medical Center, Pa
- EIN
- 59-3000333
- Plan number
- 001
- Location
- Fort Walton, FL
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,280,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,280,622
- Employer contributions
- $779,007
- Participant contributions
- $1,525,203
- Total income / additions
- $7,401,806
- Benefits paid
- $4,772,616
- Administrative expenses
- $144,357
- Total expenses
- $4,916,973
- Net increase / (decrease)
- $2,484,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT/FINANCIAL ADVI | $103,846 | $0 |
| Adp, Inc. | RECORD KEEPER | $40,510 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |