Pembina County Memorial Hospital Association Safe Harbor 401(K) Profit Sharing Plan — Form 5500 plan (Pembina County Memorial Hospital Association)
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, Pembina County Memorial Hospital Association Safe Harbor 401(K) Profit Sharing Plan is a benefit plan reported by Pembina County Memorial Hospital Association under EIN 45-6013474 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $8,935,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pembina County Memorial Hospital Association
- EIN
- 45-6013474
- Plan number
- 001
- Plan type
- 2
- Location
- Cavalier, ND
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $8,935,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240828103858NAL0005708419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,935,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,935,537
- Net assets (BOY)
- $7,721,174
Income & contributions
- Employer contributions
- $198,662
- Participant contributions
- $319,394
- Total contributions
- $605,485
- Total income / additions
- $1,787,920
Expenses & distributions
- Benefits paid
- $570,394
- Administrative expenses
- $3,163
- Total expenses
- $573,557
- Net increase / (decrease)
- $1,214,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co. Lp | INVESTMENT ADVISOR | $28,725 | not reported in the loaded dataset | 2023 |
| Willshire Associates Inc | INVESTMENT ADVISOR | $1,641 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,493 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pembina County Memorial Hospital Association
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Cavalier, ND
- Edward D Jones & Co. Lp — Schedule C compensation
- Willshire Associates Inc — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation