Plan5500

Sweetwater Hospital Association Retirement Plan — Form 5500 plan (Sweetwater Hospital Association)

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, Sweetwater Hospital Association Retirement Plan is a benefit plan reported by Sweetwater Hospital Association under EIN 62-0544855 and plan number 001. The latest loaded filing year is 2023. The filing reports 712 participants and $27,707,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27.7MPlan net assets, end of year$27,707,000
Participants712Covered participants reported
Assets / participant$38.9KComputed: assets ÷ participants$38,914 (computed)
Provider compensation$66.3K3 Schedule C provider row(s)$66,348
Plan sponsor
Sweetwater Hospital Association
EIN
62-0544855
Plan number
001
Plan type
2
Location
Sweetwater, TN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    712 participants · 2Sch HSch C
    View filing →
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)$27.7M total assets
Net assets$27.7MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$634.5K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$27,707,000
Total liabilities (EOY)
$0
Net assets (EOY)
$27,707,000
Net assets (BOY)
$24,820,940

Income & contributions

Employer contributions
$634,499
Participant contributions
$1,118,097
Total contributions
$2,008,787
Total income / additions
$4,955,921

Expenses & distributions

Benefits paid
$2,044,816
Administrative expenses
$5,061
Total expenses
$2,069,861
Net increase / (decrease)
$2,886,060
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.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lpl Financial LLC$61.3K
    BROKER/ADVISER · Direct $0 · Indirect $61.3K
  2. 2
    Empower Annuity Insurance Company O$4.8K
    RECORDKEEPER · Direct $4.8K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$299
    INVESTMENT MGMT · Direct $299

What to inspect next

Frequently asked questions

Who sponsors the Sweetwater Hospital Association Retirement Plan?
Sweetwater Hospital Association Retirement Plan is reported as sponsored by Sweetwater Hospital Association (EIN 62-0544855, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Sweetwater Hospital Association Retirement Plan?
The latest Form 5500 filing year loaded for Sweetwater Hospital Association Retirement Plan is 2023.
How many participants does Sweetwater Hospital Association Retirement Plan report?
Sweetwater Hospital Association Retirement Plan reports 712 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Sweetwater Hospital Association Retirement Plan?
Sweetwater Hospital Association Retirement Plan reports $27,707,000 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages