Cumberland Family Medical Center Safe Harbor 401(K) Plan — Form 5500 plan (Cumberland Family Medical Center)
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, Cumberland Family Medical Center Safe Harbor 401(K) Plan is a benefit plan reported by Cumberland Family Medical Center under EIN 20-3131989 and plan number 001. The latest loaded filing year is 2023. The filing reports 980 participants and $46,177,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cumberland Family Medical Center
- EIN
- 20-3131989
- Plan number
- 001
- Plan type
- 2
- Location
- Burkesville, KY
- Latest filing year
- 2023
- Participants
- 980
- End-of-year plan assets
- $46,177,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 980 | H, C | 20241015120311NAL0028311441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,177,147
- Total liabilities (EOY)
- $288
- Net assets (EOY)
- $46,176,859
- Net assets (BOY)
- $33,510,644
Income & contributions
- Employer contributions
- $2,843,627
- Participant contributions
- $3,541,255
- Total contributions
- $6,676,260
- Total income / additions
- $14,515,987
Expenses & distributions
- Benefits paid
- $1,824,226
- Administrative expenses
- $25,546
- Total expenses
- $1,849,772
- Net increase / (decrease)
- $12,666,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | NONE | $53,843 | not reported in the loaded dataset | 2023 |
| Forvis Private Client | NONE | $12,631 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv. | NONE | $7,050 | $0 | 2023 |