2023 Form 5500 filing — Peach Tree Healthcare 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 20240916101423NAL0003627218001) for Peach Tree Healthcare 403(B) Plan, reported by Peach Tree Healthcare under EIN 68-0371679 and plan number 002. It reports 376 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)$7.9MReported net assets$7,851,006
Participants376
Provider compensation$46K2 Schedule C row(s)$46,029
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916101423NAL0003627218001
- Plan sponsor
- Peach Tree Healthcare
- EIN
- 68-0371679
- Plan number
- 002
- Location
- Marysville, CA
- 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)$7.9M total assets
Net assets$7.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,851,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,851,006
- Employer contributions
- $266,462
- Participant contributions
- $902,581
- Total income / additions
- $2,362,286
- Benefits paid
- $455,950
- Administrative expenses
- $45,859
- Total expenses
- $501,809
- Net increase / (decrease)
- $1,860,477
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Corporation Rpcp | NONE | $23,693 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $22,166 | $170 |