Northwest Health Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Northwest Health Services, 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, Northwest Health Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Northwest Health Services, Inc. under EIN 43-1323669 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $8,495,886 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwest Health Services, Inc.
EIN
43-1323669
Plan number
001
Plan type
2
Location
St. Joseph, MO
Latest filing year
2023
Participants
317
End-of-year plan assets
$8,495,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20241010134832NAL0035878640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,495,886
Total liabilities (EOY)
$1,547
Net assets (EOY)
$8,494,339
Net assets (BOY)
$7,742,990

Income & contributions

Employer contributions
$247,426
Participant contributions
$482,355
Total contributions
$1,013,369
Total income / additions
$2,293,538

Expenses & distributions

Benefits paid
$1,494,350
Administrative expenses
$47,839
Total expenses
$1,542,189
Net increase / (decrease)
$751,349

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesRIA$20,314not reported in the loaded dataset2023

Related Form 5500 pages