Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 002 — Form 5500 plan (Monongahela Valley Hospital, Inc.)

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, Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 002 is a benefit plan reported by Monongahela Valley Hospital, Inc. under EIN 23-7218917 and plan number 002. The latest loaded filing year is 2023. The filing reports 539 participants and $24,622,366 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monongahela Valley Hospital, Inc.
EIN
23-7218917
Plan number
002
Plan type
2
Location
Monongahela, PA
Latest filing year
2023
Participants
539
End-of-year plan assets
$24,622,366

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20241014151852NAL0015191443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,622,366
Total liabilities (EOY)
$0
Net assets (EOY)
$24,622,366
Net assets (BOY)
$21,476,699

Income & contributions

Employer contributions
$766,740
Participant contributions
$1,825,547
Total contributions
$2,662,331
Total income / additions
$6,248,498

Expenses & distributions

Benefits paid
$2,984,059
Administrative expenses
$179,529
Total expenses
$3,163,588
Net increase / (decrease)
$3,084,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$134,188$02023
J P Morgan Securities LLCINVESTMENT ADVISORY$45,341$232023

Related Form 5500 pages