2023 Form 5500 filing — Salina Health Education Foundation, Inc. 403b Plan & Trust

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 20240725141703NAL0022664880001) for Salina Health Education Foundation, Inc. 403b Plan & Trust, reported by Salina Health Education Foundation, Inc. under EIN 48-0858197 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240725141703NAL0022664880001
Filing year
2023
Form type
2
Plan sponsor
Salina Health Education Foundation, Inc.
EIN
48-0858197
Plan number
001
Location
Salina, KS
Participants
200
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,980,102
Total liabilities (EOY)
$0
Net assets (EOY)
$11,980,102
Employer contributions
$610,633
Participant contributions
$716,232
Total income / additions
$3,104,665
Benefits paid
$513,698
Administrative expenses
$54,027
Total expenses
$567,725
Net increase / (decrease)
$2,536,940
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alerus Financial, N.A.NONE$54,027$0

Related Form 5500 pages