2023 Form 5500 filing — Central Valley Indian Health Services, Inc. 401(K) 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 20241009183905NAL0010922755001) for Central Valley Indian Health Services, Inc. 401(K) Plan, reported by Central Valley Indian Health Services, Inc. under EIN 94-1745488 and plan number 002. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009183905NAL0010922755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Valley Indian Health Services, Inc.
- EIN
- 94-1745488
- Plan number
- 002
- Location
- Clovis, CA
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,167,005
- Net assets (EOY)
- $15,167,005
- Employer contributions
- $960,047
- Participant contributions
- $880,073
- Total income / additions
- $4,193,744
- Benefits paid
- $1,615,750
- Administrative expenses
- $65,156
- Total expenses
- $1,680,906
- Net increase / (decrease)
- $2,512,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bridgewealth Advisory Group LLC | INVESTMENT ADVISOR | $57,586 | not reported in the loaded dataset |