2023 Form 5500 filing — Centro De Salud Familiar La Fe, 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 20241011121905NAL0021831905001) for Centro De Salud Familiar La Fe, Inc. 403(B) Plan, reported by Centro De Salud Familiar La Fe, Inc under EIN 74-1842169 and plan number 001. It reports 386 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)$8.4MReported net assets$8,396,306
Participants386
Provider compensation$214.9K3 Schedule C row(s)$214,886
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011121905NAL0021831905001
- Plan sponsor
- Centro De Salud Familiar La Fe, Inc
- EIN
- 74-1842169
- Plan number
- 001
- Location
- El Paso, TX
- Received date
- not reported in the loaded dataset
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)$8.4M total assets
Net assets$8.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,396,306
- Net assets (EOY)
- $8,396,306
- Employer contributions
- $433,254
- Participant contributions
- $293,598
- Total income / additions
- $1,861,386
- Benefits paid
- $1,123,196
- Administrative expenses
- $118,380
- Total expenses
- $1,241,576
- Net increase / (decrease)
- $619,810
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Life Insurance Company | RECORDKEEPER | $95,608 | $0 |
| Morgan Stanley Smith Barney, LLC | INVESTMENT ADVISOR | $0 | $77,205 |
| Pension Planning Consultants, Inc. | THIRD PARTY ADMINISTRATOR | $22,772 | $19,301 |