2023 Form 5500 filing — Center For Family Health 403(B) Employer Retirement 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 20241011133926NAL0021958193001) for Center For Family Health 403(B) Employer Retirement Plan, reported by Center For Family Health under EIN 38-3251354 and plan number 001. It reports 323 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)$13.3MReported net assets$13,312,551
Participants323
Provider compensation$75.9K3 Schedule C row(s)$75,878
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011133926NAL0021958193001
Plan sponsor
Center For Family Health
EIN
38-3251354
Plan number
001
Location
Jackson, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$13.3M total assets
Net assets$13.3MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$527.3K
Benefits paid / distributions$410.4K
Contributions
Employer$272.1K
Participant$867K
Full reported line items
Total assets (EOY)
$13,312,551
Total liabilities (EOY)
$0
Net assets (EOY)
$13,312,551
Employer contributions
$272,072
Participant contributions
$866,955
Total income / additions
$3,136,308
Benefits paid
$410,365
Administrative expenses
$75,878
Total expenses
$527,330
Net increase / (decrease)
$2,608,978
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MGMT · Direct $32.7K
  2. 2
    RECORDKEEPER · Direct $26.4K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $16.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011133926NAL0021958193001 cover?
It is the 2023 Form 5500 filing for Center For Family Health 403(B) Employer Retirement Plan, reported by Center For Family Health (EIN 38-3251354).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages