2023 Form 5500 filing — Marin Community Clinics 403(B) Savings & Investment 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 20240821161215NAL0002069827001) for Marin Community Clinics 403(B) Savings & Investment Plan, reported by Marin Community Clinics under EIN 94-2237120 and plan number 001. It reports 653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821161215NAL0002069827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marin Community Clinics
- EIN
- 94-2237120
- Plan number
- 001
- Location
- Novato, CA
- Participants
- 653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,235,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,235,415
- Employer contributions
- $579,197
- Participant contributions
- $2,206,935
- Total income / additions
- $6,780,088
- Benefits paid
- $2,344,046
- Administrative expenses
- $19,399
- Total expenses
- $2,409,717
- Net increase / (decrease)
- $4,370,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $13,254 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |