Morristown-Hamblen Hospital Association 401(K) Plan — Form 5500 plan (Morristown-Hamblen 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, Morristown-Hamblen Hospital Association 401(K) Plan is a benefit plan reported by Morristown-Hamblen Hospital Association under EIN 62-0545814 and plan number 002. The latest loaded filing year is 2023. The filing reports 795 participants and $33,878,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morristown-Hamblen Hospital Association
- EIN
- 62-0545814
- Plan number
- 002
- Plan type
- 2
- Location
- Morristown, TN
- Latest filing year
- 2023
- Participants
- 795
- End-of-year plan assets
- $33,878,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 795 | H, C | 20241015132258NAL0048107024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,878,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,878,493
- Net assets (BOY)
- $28,958,432
Income & contributions
- Employer contributions
- $593,810
- Participant contributions
- $1,566,380
- Total contributions
- $2,257,487
- Total income / additions
- $7,141,807
Expenses & distributions
- Benefits paid
- $2,209,533
- Administrative expenses
- $27,498
- Total expenses
- $2,221,746
- Net increase / (decrease)
- $4,920,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $16,799 | $0 | 2023 |
| Pya, P.C. | ACCOUNTANT/AUDITOR | $10,699 | not reported in the loaded dataset | 2023 |