2023 Form 5500 filing — St. Jude Neighborhood Health Centers 401(K) Profit Sharing 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 20241004122043NAL0011409521001) for St. Jude Neighborhood Health Centers 401(K) Profit Sharing Plan, reported by St. Jude Neighborhood Health Centers under EIN 45-3977605 and plan number 001. It reports 142 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)$4.4MReported net assets$4,389,793
Participants142
Provider compensation$31.6K3 Schedule C row(s)$31,601
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004122043NAL0011409521001
- Plan sponsor
- St. Jude Neighborhood Health Centers
- EIN
- 45-3977605
- Plan number
- 001
- Location
- Fullerton, 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)$4.4M total assets
Net assets$4.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $4,389,793
- Net assets (EOY)
- $4,389,793
- Employer contributions
- $297,672
- Participant contributions
- $562,122
- Total income / additions
- $1,483,072
- Benefits paid
- $142,116
- Administrative expenses
- $31,602
- Total expenses
- $181,625
- Net increase / (decrease)
- $1,301,447
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | not reported in the loaded dataset | $13,502 | not reported in the loaded dataset |
| Van Guard Group Inc | FINANCIAL INSTITUTION | $12,857 | not reported in the loaded dataset |
| Retirement Service Group Inc | CONTRACT ADMINISTRATOR | $5,242 | not reported in the loaded dataset |