Methodist Le Bonheur Healthcare 401(K) Plan — Form 5500 plan (Methodist Le Bonheur Healthcare)
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, Methodist Le Bonheur Healthcare 401(K) Plan is a benefit plan reported by Methodist Le Bonheur Healthcare under EIN 58-1454711 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $19,140,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Methodist Le Bonheur Healthcare
- EIN
- 58-1454711
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $19,140,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241015161240NAL0015053635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,140,728
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,140,728
- Net assets (BOY)
- $16,079,500
Income & contributions
- Employer contributions
- $327,431
- Participant contributions
- $530,113
- Total contributions
- $934,955
- Total income / additions
- $3,916,326
Expenses & distributions
- Benefits paid
- $804,998
- Administrative expenses
- $14,569
- Total expenses
- $826,854
- Net increase / (decrease)
- $3,089,472
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Instl Ops | RECORDKEEPER | $14,181 | $0 | 2023 |