Plan5500

South Lyon Medical Center Tax Deferred Annuity Plan — Form 5500 plan (South Lyon Medical Center, 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, South Lyon Medical Center Tax Deferred Annuity Plan is a benefit plan reported by South Lyon Medical Center, Inc. under EIN 88-0256932 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $4,434,686 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Lyon Medical Center, Inc.
EIN
88-0256932
Plan number
001
Plan type
2
Location
Yerington, NV
Latest filing year
2023
Participants
208
End-of-year plan assets
$4,434,686

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20240815121223NAL0028130178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,434,686
Total liabilities (EOY)
$0
Net assets (EOY)
$4,434,686
Net assets (BOY)
$4,141,781

Income & contributions

Employer contributions
$125,271
Participant contributions
$318,464
Total contributions
$443,735
Total income / additions
$1,094,669

Expenses & distributions

Benefits paid
$768,411
Administrative expenses
$33,353
Total expenses
$801,764
Net increase / (decrease)
$292,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cpi Qualified Plan Consultants, IncNONE$18,556not reported in the loaded dataset2023
Palisade Investments, LLCNONE$14,797not reported in the loaded dataset2023

Related Form 5500 pages