2023 Form 5500 filing — Shasta Community Health Center 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 20241004132514NAL0012258161001) for Shasta Community Health Center 403(B) Plan, reported by Shasta Community Health Center under EIN 68-0165855 and plan number 002. It reports 637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004132514NAL0012258161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shasta Community Health Center
- EIN
- 68-0165855
- Plan number
- 002
- Location
- Redding, CA
- Participants
- 637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,028,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,028,251
- Employer contributions
- $1,165,095
- Participant contributions
- $2,083,809
- Total income / additions
- $7,872,332
- Benefits paid
- $3,018,392
- Administrative expenses
- $69,879
- Total expenses
- $3,155,063
- Net increase / (decrease)
- $4,717,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $44,333 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,263 | $0 |
| Morningstar Inc Dba Morningstar Ass | OTHER | $5,576 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $356 | not reported in the loaded dataset |