Evans Memorial Hospital 401(K) Retirement Plan — Form 5500 plan (Evans Memorial Hospital)

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, Evans Memorial Hospital 401(K) Retirement Plan is a benefit plan reported by Evans Memorial Hospital under EIN 58-0979172 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $3,707,258 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.7MPlan net assets, end of year$3,707,258
Participants133Covered participants reported
Assets / participant$27.9KComputed: assets ÷ participants$27,874 (computed)
Provider compensation$2.9K2 Schedule C provider row(s)$2,915
Plan sponsor
Evans Memorial Hospital
EIN
58-0979172
Plan number
001
Plan type
2
Location
Claxton, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241015074257NAL0027774097001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$696.5K
Total expenses$428.7K
Benefits paid / distributions$426.7K
Contributions
EmployerNot reported
Participant$219.2K
Full reported line items

Net assets

Total assets (EOY)
$3,707,258
Total liabilities (EOY)
$0
Net assets (EOY)
$3,707,258
Net assets (BOY)
$3,439,477

Income & contributions

Participant contributions
$219,159
Total contributions
$219,159
Total income / additions
$696,527

Expenses & distributions

Benefits paid
$426,692
Administrative expenses
$2,054
Total expenses
$428,746
Net increase / (decrease)
$267,781
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,053$02023
Odell, Kevin S.OTHER SERVICES$0$8622023

Related Form 5500 pages