Caldwell Medical Center Inc. Tax Deferred Annuity Plan — Form 5500 plan (Caldwell Medical Center)
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, Caldwell Medical Center Inc. Tax Deferred Annuity Plan is a benefit plan reported by Caldwell Medical Center under EIN 61-0432526 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $4,241,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caldwell Medical Center
- EIN
- 61-0432526
- Plan number
- 002
- Plan type
- 2
- Location
- Princeton, KY
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $4,241,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241001110400NAL0003211059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,241,453
- Total liabilities (EOY)
- $2,745
- Net assets (EOY)
- $4,238,708
- Net assets (BOY)
- $3,594,890
Income & contributions
- Employer contributions
- $127,683
- Participant contributions
- $243,394
- Total contributions
- $371,077
- Total income / additions
- $905,692
Expenses & distributions
- Benefits paid
- $228,447
- Administrative expenses
- $33,427
- Total expenses
- $261,874
- Net increase / (decrease)
- $643,818
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Management Services LLC | CONTRACT ADMIN | $20,925 | $0 | 2023 |
| Caldwell County Hospital Inc | OTHER | $20,000 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISOR | $18,435 | $0 | 2023 |
| Capital Research Retirement Pn Serv | RECORDKEEPER | $250 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caldwell Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Princeton, KY
- Retirement Management Services LLC — Schedule C compensation
- Caldwell County Hospital Inc — Schedule C compensation
- Edward Jones — Schedule C compensation
- Capital Research Retirement Pn Serv — Schedule C compensation