2023 Form 5500 filing — Portland Community Health Center 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 20241011080809NAL0021501137002) for Portland Community Health Center 403(B) Plan, reported by Portland Community Health Center under EIN 45-4960453 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011080809NAL0021501137002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Portland Community Health Center
- EIN
- 45-4960453
- Plan number
- 001
- Location
- South Portland, ME
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,160,196
- Total liabilities (EOY)
- $504
- Net assets (EOY)
- $4,159,692
- Employer contributions
- $211,236
- Participant contributions
- $619,518
- Total income / additions
- $1,451,550
- Benefits paid
- $98,402
- Administrative expenses
- $925
- Total expenses
- $99,327
- Net increase / (decrease)
- $1,352,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisors | INVESTMENT ADVISOR | $15,809 | $0 |
| Downeast Pension Services | ADMINISTRATOR | $600 | $0 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $325 | $0 |