Harnett Health System, Inc. Supplemental Retirement 403(B) Plan — Form 5500 plan (Harnett 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, Harnett Health System, Inc. Supplemental Retirement 403(B) Plan is a benefit plan reported by Harnett Health System, Inc. under EIN 56-0603898 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,544 participants and $32,342,193 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harnett Health System, Inc.
EIN
56-0603898
Plan number
002
Plan type
2
Location
Dunn, NC
Latest filing year
2023
Participants
1,544
End-of-year plan assets
$32,342,193

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,544H, C20241014154353NAL0013563491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,342,193
Total liabilities (EOY)
$0
Net assets (EOY)
$32,342,193
Net assets (BOY)
$32,167,467

Income & contributions

Employer contributions
$94,309
Participant contributions
$637,418
Total contributions
$731,727
Total income / additions
$5,448,571

Expenses & distributions

Benefits paid
$5,204,808
Administrative expenses
$69,037
Total expenses
$5,273,845
Net increase / (decrease)
$174,726

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$70,715$02023
Capfinancial Partners, LLCSERVICE PROVIDER$0not reported in the loaded dataset2023

Related Form 5500 pages