2023 Form 5500 filing — Henrietta Weill Memorial Child Guidance Clinic 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 20240904183013NAL0033441152001) for Henrietta Weill Memorial Child Guidance Clinic 403b Plan, reported by Henrietta Weill Memorial Child Guidance Clinic under EIN 95-1643391 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904183013NAL0033441152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henrietta Weill Memorial Child Guidance Clinic
- EIN
- 95-1643391
- Plan number
- 001
- Location
- Bakersfield, CA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,186,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,186,140
- Employer contributions
- $314,918
- Participant contributions
- $249,001
- Total income / additions
- $1,220,259
- Benefits paid
- $217,197
- Administrative expenses
- $4,253
- Total expenses
- $221,450
- Net increase / (decrease)
- $998,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $23,558 | $0 |
| Wells Fargo Advisors | BROKER | $0 | $22,990 |
| Norton James Retirement Services | TPA | $3,540 | $2,674 |