2023 Form 5500 filing — Health Center Partners 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 20240911160201NAL0003764435001) for Health Center Partners 403(B) Plan, reported by Council Of Community Clinics Dba Health Center Partners Of Southern Ca under EIN 95-3008850 and plan number 002. It reports 165 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)$12MReported net assets$11,987,132
Participants165
Provider compensation$28.5K3 Schedule C row(s)$28,538
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911160201NAL0003764435001
Plan sponsor
Council Of Community Clinics Dba Health Center Partners Of Southern Ca
EIN
95-3008850
Plan number
002
Location
San Diego, 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)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$191.7K
Benefits paid / distributions$152K
Contributions
Employer$407.1K
Participant$1.1M
Full reported line items
Total assets (EOY)
$11,987,132
Total liabilities (EOY)
$0
Net assets (EOY)
$11,987,132
Employer contributions
$407,070
Participant contributions
$1,144,796
Total income / additions
$3,234,270
Benefits paid
$151,995
Administrative expenses
$27,454
Total expenses
$191,727
Net increase / (decrease)
$3,042,543
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $18.5K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $5.4K
  3. 3
    CONTRACT ADMIN · Direct $4.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911160201NAL0003764435001 cover?
It is the 2023 Form 5500 filing for Health Center Partners 403(B) Plan, reported by Council Of Community Clinics Dba Health Center Partners Of Southern Ca (EIN 95-3008850).
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