2023 Form 5500 filing — Sweetwater Hospital Association 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 20241015075339NAL0014213331001) for Sweetwater Hospital Association Retirement Plan, reported by Sweetwater Hospital Association under EIN 62-0544855 and plan number 001. It reports 712 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)$27.7MReported net assets$27,707,000
Participants712
Provider compensation$66.3K3 Schedule C row(s)$66,348
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015075339NAL0014213331001
Plan sponsor
Sweetwater Hospital Association
EIN
62-0544855
Plan number
001
Location
Sweetwater, TN
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)$27.7M total assets
Net assets$27.7MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$634.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$27,707,000
Total liabilities (EOY)
$0
Net assets (EOY)
$27,707,000
Employer contributions
$634,499
Participant contributions
$1,118,097
Total income / additions
$4,955,921
Benefits paid
$2,044,816
Administrative expenses
$5,061
Total expenses
$2,069,861
Net increase / (decrease)
$2,886,060
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER/ADVISER · Direct $0 · Indirect $61.3K
  2. 2
    RECORDKEEPER · Direct $4.8K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $299

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015075339NAL0014213331001 cover?
It is the 2023 Form 5500 filing for Sweetwater Hospital Association Retirement Plan, reported by Sweetwater Hospital Association (EIN 62-0544855).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages