2023 Form 5500 filing — Southern New Hampshire Medical Center 401(A) Retirement Savings Plus 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 20241015082059NAL0027819505001) for Southern New Hampshire Medical Center 401(A) Retirement Savings Plus Plan, reported by Southern New Hampshire Medical Center under EIN 02-0483054 and plan number 002. It reports 2,972 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)$88.9MReported net assets$88,881,931
Participants3K2,972
Provider compensation$19.5K3 Schedule C row(s)$19,507
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015082059NAL0027819505001
Plan sponsor
Southern New Hampshire Medical Center
EIN
02-0483054
Plan number
002
Location
Nashua, NH
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)$88.9M total assets
Net assets$88.9MLiabilities$7.4K
Money in vs. money out
Total income / additions$20.9M
Total expenses$6.6M
Benefits paid / distributions$6.5M
Contributions
Employer$4.8M
Participant$1.2M
Full reported line items
Total assets (EOY)
$88,889,314
Total liabilities (EOY)
$7,383
Net assets (EOY)
$88,881,931
Employer contributions
$4,791,054
Participant contributions
$1,224,108
Total income / additions
$20,909,416
Benefits paid
$6,546,239
Administrative expenses
$19,442
Total expenses
$6,565,681
Net increase / (decrease)
$14,343,735

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Strategic Advisors, Inc.ADVISOR$13,006not reported in the loaded dataset
Resources Investment Advisors LLCADVISOR$6,111not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$390$0

Related Form 5500 pages