Sid Peterson Memorial Hospital 401(K) Savings And Profit Sharing Plan — Form 5500 plan (Sid Peterson Memorial Hospital)
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, Sid Peterson Memorial Hospital 401(K) Savings And Profit Sharing Plan is a benefit plan reported by Sid Peterson Memorial Hospital under EIN 74-2557820 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,521 participants and $60,007,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sid Peterson Memorial Hospital
- EIN
- 74-2557820
- Plan number
- 003
- Plan type
- 2
- Location
- Kerrville, TX
- Latest filing year
- 2023
- Participants
- 1,521
- End-of-year plan assets
- $60,007,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,521 | H, C | 20241015180653NAL0059091666001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,007,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,007,602
- Net assets (BOY)
- $49,119,750
Income & contributions
- Employer contributions
- $1,111,894
- Participant contributions
- $4,550,697
- Total contributions
- $7,607,174
- Total income / additions
- $15,832,288
Expenses & distributions
- Benefits paid
- $4,728,562
- Administrative expenses
- $170,928
- Total expenses
- $4,944,436
- Net increase / (decrease)
- $10,887,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $166,302 | $0 | 2023 |
| Tbs Agency Inc | BROKER/ADVISER | $0 | $79,031 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,626 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sid Peterson Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Kerrville, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Tbs Agency Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation