2023 Form 5500 filing — Petaluma Health Center 401(K) Plan & Trust
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 20241009120927NAL0010587011001) for Petaluma Health Center 401(K) Plan & Trust, reported by Petaluma Health Center under EIN 68-0437840 and plan number 002. It reports 748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120927NAL0010587011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petaluma Health Center
- EIN
- 68-0437840
- Plan number
- 002
- Location
- Petaluma, CA
- Participants
- 748
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,869,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,869,391
- Employer contributions
- $1,761,386
- Participant contributions
- $2,469,292
- Total income / additions
- $9,248,221
- Benefits paid
- $1,204,877
- Administrative expenses
- $18,705
- Total expenses
- $1,223,582
- Net increase / (decrease)
- $8,024,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nh Hicks | CONTRACT ADMIN | $17,312 | $0 |