Moab Valley Healthcare, Inc. Retirement Plan — Form 5500 plan (Moab Valley Healthcare, 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, Moab Valley Healthcare, Inc. Retirement Plan is a benefit plan reported by Moab Valley Healthcare, Inc. under EIN 87-0543342 and plan number 002. The latest loaded filing year is 2023. The filing reports 400 participants and $21,194,271 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.2MPlan net assets, end of year$21,194,271
Participants400Covered participants reported
Assets / participant$53KComputed: assets ÷ participants$52,986 (computed)
Provider compensation$87.9K3 Schedule C provider row(s)$87,906
Plan sponsor
Moab Valley Healthcare, Inc.
EIN
87-0543342
Plan number
002
Plan type
2
Location
Moab, UT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023400H, C20241011164158NAL0023258929001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.2M total assets
Net assets$21.2MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$484.7K
Benefits paid / distributions$396.8K
Contributions
Employer$708.6K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$21,194,271
Total liabilities (EOY)
$0
Net assets (EOY)
$21,194,271
Net assets (BOY)
$16,208,381

Income & contributions

Employer contributions
$708,593
Participant contributions
$1,573,263
Total contributions
$2,322,500
Total income / additions
$5,470,611

Expenses & distributions

Benefits paid
$396,816
Administrative expenses
$87,905
Total expenses
$484,721
Net increase / (decrease)
$4,985,890
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$45,469$02023
Soltis Investment Advisors, Inc.ADVISOR$35,292not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$7,145$02023

Related Form 5500 pages