2023 Form 5500 filing — Citrus Health Network, Inc. Erisa 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 20241007124132NAL0008871699001) for Citrus Health Network, Inc. Erisa 403(B) Plan, reported by Citrus Health Network, Inc under EIN 59-1865751 and plan number 002. It reports 1,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124132NAL0008871699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citrus Health Network, Inc
- EIN
- 59-1865751
- Plan number
- 002
- Location
- Hialeah, FL
- Participants
- 1,224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,826,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,826,876
- Employer contributions
- $0
- Participant contributions
- $718,479
- Total income / additions
- $1,539,019
- Benefits paid
- $191,749
- Administrative expenses
- $0
- Total expenses
- $191,749
- Net increase / (decrease)
- $1,347,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $50,714 | $4,185 |
| Kovack Securities, Inc. | INVESTMENT ADVISOR | $0 | $35,353 |