Kershawhealth 403b Retirement Plan — Form 5500 plan (Kershawhealth)
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, Kershawhealth 403b Retirement Plan is a benefit plan reported by Kershawhealth under EIN 57-6005963 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $7,796,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kershawhealth
- EIN
- 57-6005963
- Plan number
- 002
- Plan type
- 2
- Location
- Camden, SC
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $7,796,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20250501124100NAL0002268643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,796,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,796,005
- Net assets (BOY)
- $7,472,162
Income & contributions
- Employer contributions
- $3,600
- Participant contributions
- $3,600
- Total contributions
- $7,200
- Total income / additions
- $1,139,095
Expenses & distributions
- Benefits paid
- $800,426
- Administrative expenses
- $14,826
- Total expenses
- $815,252
- Net increase / (decrease)
- $323,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stanley Benefits | NONE | $14,826 | $0 | 2023 |