Fall River Health Services 403(B) Plan — Form 5500 plan (Fall River Health Services)
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, Fall River Health Services 403(B) Plan is a benefit plan reported by Fall River Health Services under EIN 46-0450523 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $6,704,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fall River Health Services
- EIN
- 46-0450523
- Plan number
- 001
- Plan type
- 2
- Location
- Hot Springs, SD
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $6,704,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20240911064541NAL0011469392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,704,837
- Net assets (EOY)
- $6,704,837
- Net assets (BOY)
- $5,489,920
Income & contributions
- Employer contributions
- $130,444
- Participant contributions
- $505,944
- Total contributions
- $640,856
- Total income / additions
- $1,734,357
Expenses & distributions
- Benefits paid
- $469,611
- Administrative expenses
- $49,829
- Total expenses
- $519,440
- Net increase / (decrease)
- $1,214,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $42,362 | $1,027 | 2023 |
| Ameriprise Financial Services | ADVISORY GROUP | $0 | $26,116 | 2023 |
| Definiti, LLC | TPA | $7,466 | $0 | 2023 |