2023 Form 5500 filing — Apicha Community Health Center 403(B) Retirement Savings 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 20241014093906NAL0013072195001) for Apicha Community Health Center 403(B) Retirement Savings Plan, reported by Apicha Community Health Center under EIN 13-3706365 and plan number 001. It reports 133 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)$4.1MReported net assets$4,107,808
Participants133
Provider compensation$25.5K2 Schedule C row(s)$25,497
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014093906NAL0013072195001
Plan sponsor
Apicha Community Health Center
EIN
13-3706365
Plan number
001
Location
New York, NY
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)$4.1M total assets
Net assets$4.1MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$117.4K
Benefits paid / distributions$95.9K
Contributions
Employer$199.1K
Participant$368.6K
Full reported line items
Total assets (EOY)
$4,107,808
Total liabilities (EOY)
$0
Net assets (EOY)
$4,107,808
Employer contributions
$199,115
Participant contributions
$368,627
Total income / additions
$1,106,191
Benefits paid
$95,884
Administrative expenses
$21,472
Total expenses
$117,356
Net increase / (decrease)
$988,835

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$20,102$0
Raymond James Financial Svc AdvINVESTMENT ADVISORY$0$5,395

Related Form 5500 pages