Independence Health Systems Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Independence Health Systems 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, Independence Health Systems Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Independence Health Systems Inc. under EIN 43-0926316 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $2,005,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independence Health Systems Inc.
- EIN
- 43-0926316
- Plan number
- 001
- Plan type
- 2
- Location
- Perryville, MO
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $2,005,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240917105704NAL0002784433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,005,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,005,651
- Net assets (BOY)
- $1,639,262
Income & contributions
- Employer contributions
- $61,925
- Participant contributions
- $139,453
- Total contributions
- $203,278
- Total income / additions
- $495,493
Expenses & distributions
- Benefits paid
- $112,047
- Administrative expenses
- $17,057
- Total expenses
- $129,104
- Net increase / (decrease)
- $366,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORD KEEPER | $9,081 | $0 | 2023 |
| Bank Of Missouri Investments | ADVISOR | $7,090 | not reported in the loaded dataset | 2023 |