2023 Form 5500 filing — Mckenzie Health System 401(K) 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 20250714121033NAL0001449072001) for Mckenzie Health System 401(K) Retirement Plan, reported by Mckenzie Memorial Hospital under EIN 38-1738615 and plan number 001. It reports 354 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)$15.7MReported net assets$15,726,216
Participants354
Provider compensation$80.9K3 Schedule C row(s)$80,928
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250714121033NAL0001449072001
- Plan sponsor
- Mckenzie Memorial Hospital
- EIN
- 38-1738615
- Plan number
- 001
- Location
- Sandusky, MI
- 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)$15.7M total assets
Net assets$15.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,726,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,726,216
- Employer contributions
- $469,167
- Participant contributions
- $889,552
- Total income / additions
- $4,147,480
- Benefits paid
- $1,141,645
- Administrative expenses
- $55,633
- Total expenses
- $1,197,278
- Net increase / (decrease)
- $2,950,202
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $55,633 | $0 |
| Lincoln Financial Securities | BROKER/ADVISER | $0 | $15,123 |
| Lpl Financial LLC | BROKER/ADVISER | $0 | $10,172 |