2023 Form 5500 filing — Catawba Valley Healthcare 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 20250411125414NAL0023239185001) for Catawba Valley Healthcare Retirement Plan, reported by The Mental Health Fund Inc. Dba Catawba Valley Healthcare under EIN 56-2151678 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411125414NAL0023239185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mental Health Fund Inc. Dba Catawba Valley Healthcare
- EIN
- 56-2151678
- Plan number
- 001
- Location
- Hickory, NC
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,678,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,678,888
- Employer contributions
- $43,351
- Participant contributions
- $185,944
- Total income / additions
- $646,441
- Benefits paid
- $72,129
- Administrative expenses
- $18,395
- Total expenses
- $90,524
- Net increase / (decrease)
- $555,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones | INVESTMENT MANAGEMENT | $7,294 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $690 | not reported in the loaded dataset |
| Wilshire Associates Inc | INVESTMENT MGMT | $291 | not reported in the loaded dataset |