2023 Form 5500 filing — Cowlitz Family 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 20241011141901NAL0011013747004) for Cowlitz Family Health Center 403(B) Plan, reported by Cowlitz Family Health Center under EIN 91-0896241 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141901NAL0011013747004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cowlitz Family Health Center
- EIN
- 91-0896241
- Plan number
- 001
- Location
- Longview, WA
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,410,830
- Net assets (EOY)
- $6,410,830
- Employer contributions
- $236,926
- Participant contributions
- $763,860
- Total income / additions
- $1,873,413
- Benefits paid
- $164,274
- Administrative expenses
- $14,526
- Total expenses
- $178,800
- Net increase / (decrease)
- $1,694,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,587 | not reported in the loaded dataset |
| Lpl Financial Corp | BROKER/ADVISOR | not reported in the loaded dataset | $11,097 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $1,525 | $2,608 |
| Usi Securities | BROKER/ADVISOR | not reported in the loaded dataset | $1,966 |