Montgomery General Health Care System, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Montgomery General Health Care 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, Montgomery General Health Care System, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Montgomery General Health Care System, Inc. under EIN 55-0632601 and plan number 002. The latest loaded filing year is 2023. The filing reports 522 participants and $6,451,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Montgomery General Health Care System, Inc.
EIN
55-0632601
Plan number
002
Plan type
2
Location
Montgomery, WV
Latest filing year
2023
Participants
522
End-of-year plan assets
$6,451,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023522H, C20241015142224NAL0014826339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,451,815
Total liabilities (EOY)
$0
Net assets (EOY)
$6,451,815
Net assets (BOY)
$6,191,452

Income & contributions

Employer contributions
$59,641
Participant contributions
$491,890
Total contributions
$560,126
Total income / additions
$1,339,285

Expenses & distributions

Benefits paid
$1,023,576
Administrative expenses
$55,346
Total expenses
$1,078,922
Net increase / (decrease)
$260,363

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$32,139not reported in the loaded dataset2023
Buckingham Strategic WealthNONE$23,207not reported in the loaded dataset2023

Related Form 5500 pages