Plan5500

Zumbro Valley Health Center 401(K) Savings Plan — Form 5500 plan (Zumbro Valley Health Center, 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, Zumbro Valley Health Center 401(K) Savings Plan is a benefit plan reported by Zumbro Valley Health Center, Inc. under EIN 41-6052022 and plan number 002. The latest loaded filing year is 2023. The filing reports 378 participants and $8,111,773 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.1MPlan net assets, end of year$8,108,308
Participants378Covered participants reported
Assets / participant$21.5KComputed: assets ÷ participants$21,460 (computed)
Provider compensation$37.8K5 Schedule C provider row(s)$37,834
Plan sponsor
Zumbro Valley Health Center, Inc.
EIN
41-6052022
Plan number
002
Plan type
2
Location
Rochester, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    378 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$3.5K
Money in vs. money out
Total income / additions$2.2M
Total expenses$1M
Benefits paid / distributions$982.6K
Contributions
Employer$263.9K
Participant$695.9K
Full reported line items

Net assets

Total assets (EOY)
$8,111,773
Total liabilities (EOY)
$3,465
Net assets (EOY)
$8,108,308
Net assets (BOY)
$6,950,023

Income & contributions

Employer contributions
$263,944
Participant contributions
$695,910
Total contributions
$1,078,070
Total income / additions
$2,164,433

Expenses & distributions

Benefits paid
$982,569
Administrative expenses
$24,232
Total expenses
$1,006,148
Net increase / (decrease)
$1,158,285
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Advisory Group, LLC$17.8K
    INVESTMENT MANAGEMENT · Direct $17.8K
  2. 2
    Stifel Nicolaus & Co., Inc.$13.6K
    BROKER / ADVISER · Direct $0 · Indirect $13.6K
  3. 3
    Empower Annuity Insurance Company$5.1K
    RECORDKEEPER · Direct $5.1K · Indirect $0
  4. 4
    Ascensus Holdings, Inc. Dba Futurep$1.2K
    CONTRACT ADMIN · Direct $1.2K
  5. 5
    Leafhouse Financial Advisors, LLC$169
    OTHER · Direct $169

What to inspect next

Frequently asked questions

Who sponsors the Zumbro Valley Health Center 401(K) Savings Plan?
Zumbro Valley Health Center 401(K) Savings Plan is reported as sponsored by Zumbro Valley Health Center, Inc. (EIN 41-6052022, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Zumbro Valley Health Center 401(K) Savings Plan?
The latest Form 5500 filing year loaded for Zumbro Valley Health Center 401(K) Savings Plan is 2023.
How many participants does Zumbro Valley Health Center 401(K) Savings Plan report?
Zumbro Valley Health Center 401(K) Savings Plan reports 378 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Zumbro Valley Health Center 401(K) Savings Plan?
Zumbro Valley Health Center 401(K) Savings Plan reports $8,111,773 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages