Ferrell Hospital 401(K) Plan — Form 5500 plan (Ferrell Hospital)
Plain-English plan 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, Ferrell Hospital 401(K) Plan is a benefit plan reported by Ferrell Hospital under EIN 20-1244058 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $8,962,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ferrell Hospital
- EIN
- 20-1244058
- Plan number
- 001
- Plan type
- 2
- Location
- Eldorado, IL
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $8,962,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241010082420NAL0011296179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,962,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,962,283
- Net assets (BOY)
- $6,903,831
Income & contributions
- Employer contributions
- $260,213
- Participant contributions
- $894,798
- Total contributions
- $1,218,856
- Total income / additions
- $2,394,353
Expenses & distributions
- Benefits paid
- $332,816
- Administrative expenses
- $3,085
- Total expenses
- $335,901
- Net increase / (decrease)
- $2,058,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co. | INVESTMENT COMPANY | $2,436 | $33,727 | 2023 |
| Edward D Jones | FINANCIAL ADVISOR | $0 | $19,579 | 2023 |