Oconee Valley Healthcare Retirement Plan — Form 5500 plan (Oconee Valley Healthcare 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, Oconee Valley Healthcare Retirement Plan is a benefit plan reported by Oconee Valley Healthcare Inc. under EIN 58-2639942 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $2,210,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oconee Valley Healthcare Inc.
- EIN
- 58-2639942
- Plan number
- 001
- Plan type
- 2
- Location
- Greensboro, GA
- Latest filing year
- 2023
- Participants
- 102
- End-of-year plan assets
- $2,210,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | H, C | 20240926135423NAL0000424003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,210,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,210,168
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $93,425
- Participant contributions
- $209,324
- Total contributions
- $309,910
- Total income / additions
- $565,505
Expenses & distributions
- Benefits paid
- $162,093
- Administrative expenses
- $17,333
- Total expenses
- $179,426
- Net increase / (decrease)
- $386,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $12,622 | $0 | 2023 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $839 | $0 | 2023 |