Community Hospital Of Anaconda 401(K) Profit Sharing Plan — Form 5500 plan (Community Hospital Of Anaconda)
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, Community Hospital Of Anaconda 401(K) Profit Sharing Plan is a benefit plan reported by Community Hospital Of Anaconda under EIN 81-0303913 and plan number 002. The latest loaded filing year is 2023. The filing reports 545 participants and $21,056,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Hospital Of Anaconda
- EIN
- 81-0303913
- Plan number
- 002
- Plan type
- 2
- Location
- Anaconda, MT
- Latest filing year
- 2023
- Participants
- 545
- End-of-year plan assets
- $21,056,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 545 | H, C | 20241011083051NAL0021524625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,056,689
- Total liabilities (EOY)
- $1,060
- Net assets (EOY)
- $21,055,629
- Net assets (BOY)
- $17,157,764
Income & contributions
- Employer contributions
- $554,808
- Participant contributions
- $1,974,413
- Total contributions
- $2,700,427
- Total income / additions
- $5,898,811
Expenses & distributions
- Benefits paid
- $1,860,121
- Administrative expenses
- $140,825
- Total expenses
- $2,000,946
- Net increase / (decrease)
- $3,897,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $63,327 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Comp Of Amer. | RECORDKEEPER | $45,353 | $0 | 2023 |
| Randall & Hurley, Inc. | CONTRACT ADMIN | $2,516 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,784 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Hospital Of Anaconda
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Anaconda, MT
- Raymond James Financial Services — Schedule C compensation
- Empower Annuity Ins. Comp Of Amer. — Schedule C compensation
- Randall & Hurley, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation