2023 Form 5500 filing — La Clinica Del Valle Family Health Care Center, Inc. 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 20241010125905NAL0021004241001) for La Clinica Del Valle Family Health Care Center, Inc. 403(B) Plan, reported by La Clinica Del Valle Family Health Care Center, Inc. under EIN 94-3096772 and plan number 001. It reports 569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125905NAL0021004241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La Clinica Del Valle Family Health Care Center, Inc.
- EIN
- 94-3096772
- Plan number
- 001
- Location
- Medford, OR
- Participants
- 569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,314,962
- Total liabilities (EOY)
- $5,066
- Net assets (EOY)
- $24,309,896
- Employer contributions
- $792,911
- Participant contributions
- $1,595,409
- Total income / additions
- $5,295,191
- Benefits paid
- $1,803,989
- Administrative expenses
- $47,161
- Total expenses
- $1,858,480
- Net increase / (decrease)
- $3,436,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,983 | $0 |
| Northwest Retirement Plans Inc | CONTRACT ADMINISTRATOR | $1,150 | $8,173 |