Carroll County Memorial Hospital Employees 401k Plan & Trust — Form 5500 plan (Carroll County Memorial Hospital)

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, Carroll County Memorial Hospital Employees 401k Plan & Trust is a benefit plan reported by Carroll County Memorial Hospital under EIN 44-0629397 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $15,770,794 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.8MPlan net assets, end of year$15,770,794
Participants258Covered participants reported
Assets / participant$61.1KComputed: assets ÷ participants$61,127 (computed)
Provider compensation$74.5K4 Schedule C provider row(s)$74,508
Plan sponsor
Carroll County Memorial Hospital
EIN
44-0629397
Plan number
001
Plan type
2
Location
Carrolton, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20241014113753NAL0026056513001
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)$15.8M total assets
Net assets$15.8MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1M
Benefits paid / distributions$966.8K
Contributions
Employer$872K
Participant$927.1K
Full reported line items

Net assets

Total assets (EOY)
$15,770,794
Total liabilities (EOY)
$0
Net assets (EOY)
$15,770,794
Net assets (BOY)
$12,487,707

Income & contributions

Employer contributions
$871,952
Participant contributions
$927,084
Total contributions
$2,193,263
Total income / additions
$4,324,459

Expenses & distributions

Benefits paid
$966,804
Administrative expenses
$74,568
Total expenses
$1,041,372
Net increase / (decrease)
$3,283,087
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 48%Participant 52%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tfb AdvisorsNONE$53,543$02023
Oneamerica Retirement ServicesRECORDKEEPER$20,965$02023
Ameritas Investment CorpNONE$0$02023
Matrix Trust CompanyTRUSTEE$0$02023

Related Form 5500 pages