Wickenburg Community Hospital 403(B) Retirement Plan — Form 5500 plan (Community Hospital Assoc 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, Wickenburg Community Hospital 403(B) Retirement Plan is a benefit plan reported by Community Hospital Assoc Inc under EIN 86-0096775 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $5,543,712 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Hospital Assoc Inc
- EIN
- 86-0096775
- Plan number
- 002
- Plan type
- 2
- Location
- Wickenburg, AZ
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $5,543,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241008120322NAL0034562146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,543,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,543,712
- Net assets (BOY)
- $5,219,587
Income & contributions
- Employer contributions
- $195,489
- Participant contributions
- $805,492
- Total contributions
- $1,035,552
- Total income / additions
- $1,879,149
Expenses & distributions
- Benefits paid
- $1,516,341
- Administrative expenses
- $38,683
- Total expenses
- $1,555,024
- Net increase / (decrease)
- $324,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $19,820 | $0 | 2023 |
| Wealth Management Partners | ADVISOR | $18,863 | not reported in the loaded dataset | 2023 |