2023 Form 5500 filing — Carroll County Memorial Hospital Employees 401k Plan & Trust
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 20241014113753NAL0026056513001) for Carroll County Memorial Hospital Employees 401k Plan & Trust, reported by Carroll County Memorial Hospital under EIN 44-0629397 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.8MReported net assets$15,770,794
Participants258
Provider compensation$74.5K4 Schedule C row(s)$74,508
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014113753NAL0026056513001
- Plan sponsor
- Carroll County Memorial Hospital
- EIN
- 44-0629397
- Plan number
- 001
- Location
- Carrolton, MO
- Received date
- not reported in the loaded dataset
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)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,770,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,770,794
- Employer contributions
- $871,952
- Participant contributions
- $927,084
- Total income / additions
- $4,324,459
- Benefits paid
- $966,804
- Administrative expenses
- $74,568
- Total expenses
- $1,041,372
- Net increase / (decrease)
- $3,283,087
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tfb Advisors | NONE | $53,543 | $0 |
| Oneamerica Retirement Services | RECORDKEEPER | $20,965 | $0 |
| Ameritas Investment Corp | NONE | $0 | $0 |
| Matrix Trust Company | TRUSTEE | $0 | $0 |