Summit Medical Center, LLC 401(K) Plan — Form 5500 plan (Summit Medical Center, LLC)

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, Summit Medical Center, LLC 401(K) Plan is a benefit plan reported by Summit Medical Center, LLC under EIN 27-0826862 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $5,817,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Summit Medical Center, LLC
EIN
27-0826862
Plan number
001
Plan type
2
Location
Edmond, OK
Latest filing year
2023
Participants
173
End-of-year plan assets
$5,817,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20250912152648NAL0001079169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,817,494
Total liabilities (EOY)
$0
Net assets (EOY)
$5,817,494
Net assets (BOY)
$4,642,593

Income & contributions

Employer contributions
$190,977
Participant contributions
$532,301
Total contributions
$862,845
Total income / additions
$1,693,123

Expenses & distributions

Benefits paid
$485,341
Administrative expenses
$32,881
Total expenses
$518,222
Net increase / (decrease)
$1,174,901

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCINVESTMENT ADVISOR$14,581not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,009$02023

Related Form 5500 pages