2023 Form 5500 filing — Kershawhealth 403b 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 20250501124100NAL0002268643001) for Kershawhealth 403b Retirement Plan, reported by Kershawhealth under EIN 57-6005963 and plan number 002. It reports 138 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)$7.8MReported net assets$7,796,005
Participants138
Provider compensation$14.8K1 Schedule C row(s)$14,826
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250501124100NAL0002268643001
Plan sponsor
Kershawhealth
EIN
57-6005963
Plan number
002
Location
Camden, SC
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)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$815.3K
Benefits paid / distributions$800.4K
Contributions
Employer$3.6K
Participant$3.6K
Full reported line items
Total assets (EOY)
$7,796,005
Total liabilities (EOY)
$0
Net assets (EOY)
$7,796,005
Employer contributions
$3,600
Participant contributions
$3,600
Total income / additions
$1,139,095
Benefits paid
$800,426
Administrative expenses
$14,826
Total expenses
$815,252
Net increase / (decrease)
$323,843

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stanley BenefitsNONE$14,826$0

Related Form 5500 pages