Davis Health System 403(B) Retirement Plan — Form 5500 plan (Davis Health 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, Davis Health System 403(B) Retirement Plan is a benefit plan reported by Davis Health System, Inc. under EIN 55-0737655 and plan number 001. The latest loaded filing year is 2023. The filing reports 958 participants and $3,839,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis Health System, Inc.
- EIN
- 55-0737655
- Plan number
- 001
- Plan type
- 2
- Location
- Elkins, WV
- Latest filing year
- 2023
- Participants
- 958
- End-of-year plan assets
- $3,839,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 958 | H | 20250417095855NAL0000485267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,839,811
- Total liabilities (EOY)
- $1,688
- Net assets (EOY)
- $3,838,123
- Net assets (BOY)
- $3,251,488
Income & contributions
- Participant contributions
- $489,842
- Total contributions
- $489,842
- Total income / additions
- $968,292
Expenses & distributions
- Benefits paid
- $374,972
- Administrative expenses
- $6,685
- Total expenses
- $381,657
- Net increase / (decrease)
- $586,635
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.