Shenandoah Valley Medical System Inc. Retirement Plan — Form 5500 plan (Shenandoah Valley Medical System 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, Shenandoah Valley Medical System Inc. Retirement Plan is a benefit plan reported by Shenandoah Valley Medical System Inc. under EIN 55-0563741 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $15,152,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shenandoah Valley Medical System Inc.
- EIN
- 55-0563741
- Plan number
- 001
- Plan type
- 2
- Location
- Martinsburg, WV
- Latest filing year
- 2023
- Participants
- 399
- End-of-year plan assets
- $15,152,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 399 | H, C | 20240729082939NAL0019130961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,152,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,152,415
- Net assets (BOY)
- $14,195,267
Income & contributions
- Employer contributions
- $400,445
- Participant contributions
- $899,155
- Total contributions
- $1,325,085
- Total income / additions
- $3,737,419
Expenses & distributions
- Benefits paid
- $2,709,823
- Administrative expenses
- $40,211
- Total expenses
- $2,780,271
- Net increase / (decrease)
- $957,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $9,012 | $27,260 | 2023 |
| Wells Fargo Clearing Srvs | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Smith Elliott Kearns And Company | ACCOUNTANT | $5,995 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $925 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | $180 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shenandoah Valley Medical System Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Martinsburg, WV
- American United Life Insurance Co — Schedule C compensation
- Wells Fargo Clearing Srvs — Schedule C compensation
- Smith Elliott Kearns And Company — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Fidelity Investments — Schedule C compensation