2023 Form 5500 filing — Ashley Medical Center Retirement Trust

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 20250401154626NAL0004452915001) for Ashley Medical Center Retirement Trust, reported by Ashley Medical Center under EIN 45-0255914 and plan number 001. It reports 170 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)$3.5MReported net assets$3,480,921
Participants170
Provider compensation$20.9K2 Schedule C row(s)$20,948
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250401154626NAL0004452915001
Plan sponsor
Ashley Medical Center
EIN
45-0255914
Plan number
001
Location
Ashley, ND
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$469.1K
Total expenses$213.1K
Benefits paid / distributions$208.2K
Contributions
Employer$129.5K
Participant$0
Full reported line items
Total assets (EOY)
$3,480,921
Total liabilities (EOY)
$0
Net assets (EOY)
$3,480,921
Employer contributions
$129,458
Participant contributions
$0
Total income / additions
$469,142
Benefits paid
$208,245
Administrative expenses
$4,843
Total expenses
$213,088
Net increase / (decrease)
$256,054
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $15.4K
  2. 2
    RECORDKEEPER · Direct $5.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250401154626NAL0004452915001 cover?
It is the 2023 Form 5500 filing for Ashley Medical Center Retirement Trust, reported by Ashley Medical Center (EIN 45-0255914).
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