2023 Form 5500 filing — St. James Hospital 401(K) 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 20241011084051NAL0038226448001) for St. James Hospital 401(K) Plan, reported by St. James Hospital under EIN 16-0743310 and plan number 001. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084051NAL0038226448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. James Hospital
- EIN
- 16-0743310
- Plan number
- 001
- Location
- Hornell, NY
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,854,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,854,228
- Employer contributions
- $509,748
- Participant contributions
- $876,355
- Total income / additions
- $2,558,573
- Benefits paid
- $887,424
- Administrative expenses
- $87,166
- Total expenses
- $974,590
- Net increase / (decrease)
- $1,583,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $64,220 | $0 |
| Alesco Advisors LLC | FINANCIAL ADVISOR | $22,946 | $0 |