Plan5500

Jefferson Hospital Association 401(K) Retirement Savings Plan — Form 5500 plan (Jefferson Hospital Association, 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, Jefferson Hospital Association 401(K) Retirement Savings Plan is a benefit plan reported by Jefferson Hospital Association, Inc under EIN 71-0329353 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,642 participants and $117,291,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jefferson Hospital Association, Inc
EIN
71-0329353
Plan number
003
Plan type
2
Location
Pine Bluff, AR
Latest filing year
2023
Participants
2,642
End-of-year plan assets
$117,291,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,642H, C20240907082515NAL0002205457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,291,057
Net assets (EOY)
$117,291,057
Net assets (BOY)
$96,917,017

Income & contributions

Employer contributions
$3,041,698
Participant contributions
$5,252,200
Total contributions
$8,597,494
Total income / additions
$28,455,824

Expenses & distributions

Benefits paid
$7,819,371
Administrative expenses
$262,413
Total expenses
$8,081,784
Net increase / (decrease)
$20,374,040

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Simmons BankTRUSTEE/ ADVISOR$258,014not reported in the loaded dataset2023
Pcs Retirement, LLCRECORD KEEPER$150,075not reported in the loaded dataset2023
Southeastern Employee BenefitsRECORD KEEPER$14,864not reported in the loaded dataset2023

Related Form 5500 pages