Medtrust Holdings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Medtrust Holdings, 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, Medtrust Holdings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Medtrust Holdings, Inc. under EIN 82-3630492 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $2,442,152 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medtrust Holdings, Inc.
EIN
82-3630492
Plan number
001
Plan type
2
Location
Hanahan, SC
Latest filing year
2023
Participants
563
End-of-year plan assets
$2,442,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20241126084153NAL0005410097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,442,152
Total liabilities (EOY)
$0
Net assets (EOY)
$2,442,152
Net assets (BOY)
$1,986,236

Income & contributions

Employer contributions
$212,455
Participant contributions
$401,664
Total contributions
$618,841
Total income / additions
$932,765

Expenses & distributions

Benefits paid
$434,315
Administrative expenses
$24,497
Total expenses
$476,849
Net increase / (decrease)
$455,916

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$22,320$02023
The Vanguard Group,IncRECORDKEEPR$10,349not reported in the loaded dataset2023
Compass 360 LLCRECORDKEEPR$6,199not reported in the loaded dataset2023

Related Form 5500 pages