Tri-Area Community Health 401(K) Safe Harbor Plan — Form 5500 plan (Tri-Area Community Health)
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, Tri-Area Community Health 401(K) Safe Harbor Plan is a benefit plan reported by Tri-Area Community Health under EIN 54-1112330 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $6,255,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-Area Community Health
- EIN
- 54-1112330
- Plan number
- 002
- Plan type
- 2
- Location
- Laurel Fork, VA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $6,255,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20250317091538NAL0001571105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,255,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,255,039
- Net assets (BOY)
- $5,259,995
Income & contributions
- Employer contributions
- $327,930
- Participant contributions
- $478,762
- Total contributions
- $818,927
- Total income / additions
- $1,739,468
Expenses & distributions
- Benefits paid
- $720,228
- Administrative expenses
- $11,589
- Total expenses
- $744,424
- Net increase / (decrease)
- $995,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,264 | $0 | 2023 |
| Cherry Bekaert Advisory LLC | CONTRACT ADMINISTRATOR | $2,325 | $394 | 2023 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $423 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tri-Area Community Health
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Laurel Fork, VA
- Principal Life Insurance Company — Schedule C compensation
- Cherry Bekaert Advisory LLC — Schedule C compensation
- Mml Insurance Agency LLC — Schedule C compensation