2023 Form 5500 filing — Evans Memorial Hospital 401(K) Retirement 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 20241015074257NAL0027774097001) for Evans Memorial Hospital 401(K) Retirement Plan, reported by Evans Memorial Hospital under EIN 58-0979172 and plan number 001. It reports 133 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)$3.7MReported net assets$3,707,258
Participants133
Provider compensation$2.9K2 Schedule C row(s)$2,915
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015074257NAL0027774097001
Plan sponsor
Evans Memorial Hospital
EIN
58-0979172
Plan number
001
Location
Claxton, GA
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$696.5K
Total expenses$428.7K
Benefits paid / distributions$426.7K
Contributions
EmployerNot reported
Participant$219.2K
Full reported line items
Total assets (EOY)
$3,707,258
Total liabilities (EOY)
$0
Net assets (EOY)
$3,707,258
Participant contributions
$219,159
Total income / additions
$696,527
Benefits paid
$426,692
Administrative expenses
$2,054
Total expenses
$428,746
Net increase / (decrease)
$267,781

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,053$0
Odell, Kevin S.OTHER SERVICES$0$862

Related Form 5500 pages