2023 Form 5500 filing — Medamerica Health Systems Corporation 401(K) Savings And Investment 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 20241010183440NAL0021614833001) for Medamerica Health Systems Corporation 401(K) Savings And Investment Plan, reported by Medamerica Health Systems Corporation under EIN 31-1040228 and plan number 003. It reports 2,342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010183440NAL0021614833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medamerica Health Systems Corporation
- EIN
- 31-1040228
- Plan number
- 003
- Location
- Dayton, OH
- Participants
- 2,342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,768,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,768,424
- Employer contributions
- $2,133,109
- Participant contributions
- $13,501,814
- Total income / additions
- $39,161,407
- Benefits paid
- $8,371,508
- Administrative expenses
- $147,629
- Total expenses
- $8,541,311
- Net increase / (decrease)
- $30,620,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $96,938 | $0 |
| Mercer Investments LLC | CONSULTANT | $29,841 | not reported in the loaded dataset |
| Clark Schaefer Hackett & Co | AUDITOR | $20,850 | not reported in the loaded dataset |