2023 Form 5500 filing — Indian Health Center Of Santa Clara Valley 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 20241011140041NAL0010994691001) for Indian Health Center Of Santa Clara Valley 401(K) Plan, reported by Indian Health Center Of Santa Clara Valley under EIN 94-2476242 and plan number 001. It reports 373 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)$14.1MReported net assets$14,086,064
Participants373
Provider compensation$77.2K2 Schedule C row(s)$77,193
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011140041NAL0010994691001
- Plan sponsor
- Indian Health Center Of Santa Clara Valley
- EIN
- 94-2476242
- Plan number
- 001
- Location
- San Jose, CA
- 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)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,086,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,086,064
- Employer contributions
- $558,566
- Participant contributions
- $1,330,207
- Total income / additions
- $3,861,853
- Benefits paid
- $959,101
- Administrative expenses
- $34,923
- Total expenses
- $994,024
- Net increase / (decrease)
- $2,867,829
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $4,614 | $40,696 |
| Cbiz Investment Advisory | NONE | $0 | $31,883 |