Clark Fork Valley Hospital 403(B) Plan — Form 5500 plan (Plains Hospital, 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, Clark Fork Valley Hospital 403(B) Plan is a benefit plan reported by Plains Hospital, Inc. under EIN 81-0475376 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $11,728,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plains Hospital, Inc.
- EIN
- 81-0475376
- Plan number
- 001
- Plan type
- 2
- Location
- Plains, MT
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $11,728,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20240930084027NAL0010798002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,728,199
- Total liabilities (EOY)
- $25,630
- Net assets (EOY)
- $11,702,569
- Net assets (BOY)
- $9,946,281
Income & contributions
- Employer contributions
- $178,461
- Participant contributions
- $609,360
- Total contributions
- $839,854
- Total income / additions
- $2,620,767
Expenses & distributions
- Benefits paid
- $860,302
- Administrative expenses
- $2,512
- Total expenses
- $864,479
- Net increase / (decrease)
- $1,756,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISOR | $36,337 | not reported in the loaded dataset | 2023 |
| Randall & Hurley, Inc. | CONTRACT ADMIN | $11,239 | not reported in the loaded dataset | 2023 |
| Wipfli | AUDIT | $8,819 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,088 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plains Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Plains, MT
- Raymond James & Associates — Schedule C compensation
- Randall & Hurley, Inc. — Schedule C compensation
- Wipfli — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation