2023 Form 5500 filing — Mark Twain St. Joseph'S Hospital 403(B) 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 20241013154217NAL0014139955001) for Mark Twain St. Joseph'S Hospital 403(B) Tax Deferred Annuity Plan, reported by Mark Twain St. Josephs Hospital under EIN 68-0127677 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.1MReported net assets$5,132,307
Participants173
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241013154217NAL0014139955001
Plan sponsor
Mark Twain St. Josephs Hospital
EIN
68-0127677
Plan number
001
Location
San Andreas, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$587.8K
Total expenses$628.2K
Benefits paid / distributions$628K
Full reported line items
Total assets (EOY)
$5,132,307
Total liabilities (EOY)
$0
Net assets (EOY)
$5,132,307
Total income / additions
$587,815
Benefits paid
$627,964
Administrative expenses
$225
Total expenses
$628,189
Net increase / (decrease)
-$40,374

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013154217NAL0014139955001 cover?
It is the 2023 Form 5500 filing for Mark Twain St. Joseph'S Hospital 403(B) Tax Deferred Annuity Plan, reported by Mark Twain St. Josephs Hospital (EIN 68-0127677).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages