Mcpherson Hospital Inc. Tax Deferred Annuity Plan — Form 5500 plan (Mcpherson Hospital 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, Mcpherson Hospital Inc. Tax Deferred Annuity Plan is a benefit plan reported by Mcpherson Hospital Inc. under EIN 48-0799105 and plan number 005. The latest loaded filing year is 2023. The filing reports 444 participants and $15,979,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcpherson Hospital Inc.
- EIN
- 48-0799105
- Plan number
- 005
- Plan type
- 2
- Location
- Mcpherson, KS
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $15,979,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20241007123914NAL0008870435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,979,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,979,618
- Net assets (BOY)
- $13,927,280
Income & contributions
- Employer contributions
- $480,004
- Participant contributions
- $1,009,669
- Total contributions
- $1,512,384
- Total income / additions
- $3,641,874
Expenses & distributions
- Benefits paid
- $1,437,260
- Administrative expenses
- $138,159
- Total expenses
- $1,589,536
- Net increase / (decrease)
- $2,052,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $70,052 | $0 | 2023 |
| Prime Capital Invmt Adv | ADVISOR | $29,590 | not reported in the loaded dataset | 2023 |
| Qualified Plan Advisors | SERVICE PROVIDER | $26,037 | not reported in the loaded dataset | 2023 |
| Morningstar | ADVISOR | $12,480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcpherson Hospital Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Mcpherson, KS
- Lincoln National Corporation — Schedule C compensation
- Prime Capital Invmt Adv — Schedule C compensation
- Qualified Plan Advisors — Schedule C compensation
- Morningstar — Schedule C compensation