2023 Form 5500 filing — Mountain Family Health Centers 403b 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 20240830140829NAL0030094370001) for Mountain Family Health Centers 403b Plan, reported by Mountain Family Health Centers under EIN 84-0742145 and plan number 001. It reports 215 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)$6.2MReported net assets$6,236,255
Participants215
Provider compensation$13.5K2 Schedule C row(s)$13,537
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240830140829NAL0030094370001
- Plan sponsor
- Mountain Family Health Centers
- EIN
- 84-0742145
- Plan number
- 001
- Location
- Glenwood Springs, CO
- Received date
- not reported in the loaded dataset
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)$6.2M total assets
Net assets$6.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,236,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,236,255
- Employer contributions
- $192,162
- Participant contributions
- $463,268
- Total income / additions
- $1,583,297
- Benefits paid
- $357,669
- Administrative expenses
- $16,327
- Total expenses
- $373,996
- Net increase / (decrease)
- $1,209,301
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones And Co | NONE | $10,422 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $1,197 | $1,918 |