2023 Form 5500 filing — Peak Vista Community Health Centers 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 20241008114904NAL0009607971001) for Peak Vista Community Health Centers 403(B) Plan, reported by Peak Vista Community Health Centers under EIN 84-0617567 and plan number 001. It reports 1,116 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)$41.7MReported net assets$41,681,822
Participants1.1K1,116
Provider compensation$159.3K4 Schedule C row(s)$159,306
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008114904NAL0009607971001
Plan sponsor
Peak Vista Community Health Centers
EIN
84-0617567
Plan number
001
Location
Colorado Springs, CO
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)$41.7M total assets
Net assets$41.7MLiabilities$0
Money in vs. money out
Total income / additions$11.6M
Total expenses$5.8M
Benefits paid / distributions$5.6M
Contributions
Employer$1.7M
Participant$3.9M
Full reported line items
Total assets (EOY)
$41,681,822
Total liabilities (EOY)
$0
Net assets (EOY)
$41,681,822
Employer contributions
$1,742,052
Participant contributions
$3,885,400
Total income / additions
$11,614,005
Benefits paid
$5,601,388
Administrative expenses
$159,306
Total expenses
$5,783,357
Net increase / (decrease)
$5,830,648
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $101.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $52.6K
  3. 3
    INVESTMENT MGMT · Direct $5.2K
  4. 4
    CONSULTING · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008114904NAL0009607971001 cover?
It is the 2023 Form 5500 filing for Peak Vista Community Health Centers 403(B) Plan, reported by Peak Vista Community Health Centers (EIN 84-0617567).
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