2023 Form 5500 filing — Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 003
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 20241014151942NAL0015192403001) for Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 003, reported by Monongahela Valley Hospital, Inc. under EIN 23-7218917 and plan number 003. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151942NAL0015192403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monongahela Valley Hospital, Inc.
- EIN
- 23-7218917
- Plan number
- 003
- Location
- Monongahela, PA
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,299,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,299,360
- Employer contributions
- $483,635
- Participant contributions
- $460,409
- Total income / additions
- $2,174,274
- Benefits paid
- $717,841
- Administrative expenses
- $71,745
- Total expenses
- $789,586
- Net increase / (decrease)
- $1,384,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,912 | $0 |
| J.P. Morgan Securities LLC | INVESTMENT ADVISORY | $14,824 | $16 |