2023 Form 5500 filing — Cumberland Family Medical Center Safe Harbor 401(K) 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 20241015120311NAL0028311441001) for Cumberland Family Medical Center Safe Harbor 401(K) Plan, reported by Cumberland Family Medical Center under EIN 20-3131989 and plan number 001. It reports 980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120311NAL0028311441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cumberland Family Medical Center
- EIN
- 20-3131989
- Plan number
- 001
- Location
- Burkesville, KY
- Participants
- 980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,177,147
- Total liabilities (EOY)
- $288
- Net assets (EOY)
- $46,176,859
- Employer contributions
- $2,843,627
- Participant contributions
- $3,541,255
- Total income / additions
- $14,515,987
- Benefits paid
- $1,824,226
- Administrative expenses
- $25,546
- Total expenses
- $1,849,772
- Net increase / (decrease)
- $12,666,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | NONE | $53,843 | not reported in the loaded dataset |
| Forvis Private Client | NONE | $12,631 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv. | NONE | $7,050 | $0 |