2023 Form 5500 filing — Pella Regional Health Center 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 20241015174828NAL0029298689001) for Pella Regional Health Center 401(K) Plan, reported by Pella Regional Health Center under EIN 42-0842204 and plan number 003. It reports 1,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174828NAL0029298689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pella Regional Health Center
- EIN
- 42-0842204
- Plan number
- 003
- Location
- Pella, IA
- Participants
- 1,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,949,317
- Total liabilities (EOY)
- $18
- Net assets (EOY)
- $90,949,299
- Employer contributions
- $2,158,543
- Participant contributions
- $4,934,715
- Total income / additions
- $20,568,057
- Benefits paid
- $8,628,809
- Administrative expenses
- $140,135
- Total expenses
- $8,772,938
- Net increase / (decrease)
- $11,795,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intellicents Invest Solutions Inc | ADVISOR | $118,785 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,389 | $0 |