2023 Form 5500 filing — Hughson Samaritan Village 403(B) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724142513NAL0020558752001) for Hughson Samaritan Village 403(B) Plan, reported by Hughson Samaritan Village under EIN 46-0469127 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,299,557
Participants198
Provider compensation$15.6K3 Schedule C row(s)$15,649
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724142513NAL0020558752001
Plan sponsor
Hughson Samaritan Village
EIN
46-0469127
Plan number
001
Location
Hughson, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$338.1K
Total expenses$83.7K
Benefits paid / distributions$61.5K
Contributions
Employer$43.2K
Participant$114.6K
Full reported line items
Total assets (EOY)
$1,299,557
Total liabilities (EOY)
$0
Net assets (EOY)
$1,299,557
Employer contributions
$43,158
Participant contributions
$114,551
Total income / additions
$338,086
Benefits paid
$61,513
Administrative expenses
$16,159
Total expenses
$83,722
Net increase / (decrease)
$254,364
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $13.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $2.2K · Indirect $0
  3. 3
    TPA · Direct $300

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724142513NAL0020558752001 cover?
It is the 2023 Form 5500 filing for Hughson Samaritan Village 403(B) Plan, reported by Hughson Samaritan Village (EIN 46-0469127).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages