Family Health Centers Of South — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Family Health Centers Of South (EIN 59-1741273) is a plan sponsor located in Fort Myers, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-1741273
Location
Fort Myers, FL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Family Health Centers Of South

  • 3 loaded plans hold $43.9M in reported assets.
  • The largest, 401(A) Profit-Sharing Plan For Employees Of Family Health Centers Of Southwest Florida, Inc., holds 54% of this company's reported plan assets.
  • Plans cover 2,193 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.9MSummed across loaded plans$43,877,386
Total reported assets$43.9M$43,877,386
Total reported participants2.2K2,193
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.9M total assets
Net assets$43.9MLiabilities$0
Contributions & income
Employer contributions$2.5M
Participant contributions$1.5M
Total income / additions$9.9M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.4M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets54%401(A) Profit-Sharing Plan For Employees Of Family Health Centers Of Southwest Florida, Inc.
Participants per plan731Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
  3. 3
    Plan #507 · 469 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Family Health Centers Of South. Open one for its full reported snapshot.

  1. 2023
    Family Health Centers Of Sw Florida, Inc. Employee Welfare Benefit Plan469 participants · 2No schedules
    View filing →
  2. 2023
    Tax Deferred Annuity Plan Of Family Health Centers Of Southwest Florida, Inc.808 participants · 2Sch HSch C
    View filing →
  3. 2023
    401(A) Profit-Sharing Plan For Employees Of Family Health Centers Of Southwest Florida, Inc.916 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Family Health Centers Of South report on Form 5500?
Family Health Centers Of South (EIN 59-1741273) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Family Health Centers Of South?
The Employer Identification Number (EIN) reported for Family Health Centers Of South is 59-1741273.
What is the latest Form 5500 filing year for Family Health Centers Of South?
The latest loaded Form 5500 filing year for Family Health Centers Of South is 2023.

Related Form 5500 pages