2023 Form 5500 filing — Clinica De Salud Del Valle De Salinas 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 20241014175345NAL0045558864001) for Clinica De Salud Del Valle De Salinas 403(B) Plan, reported by Clinica De Salud Del Valle De Salinas under EIN 94-2652757 and plan number 001. It reports 353 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)$7.5MReported net assets$7,518,831
Participants353
Provider compensation$125.2K3 Schedule C row(s)$125,238
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014175345NAL0045558864001
- Plan sponsor
- Clinica De Salud Del Valle De Salinas
- EIN
- 94-2652757
- Plan number
- 001
- Location
- Salinas, 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)$7.6M total assets
Net assets$7.5MLiabilities$101.1K
Full reported line items
- Total assets (EOY)
- $7,619,959
- Total liabilities (EOY)
- $101,128
- Net assets (EOY)
- $7,518,831
- Employer contributions
- $161,254
- Participant contributions
- $917,813
- Total income / additions
- $2,166,488
- Benefits paid
- $384,849
- Administrative expenses
- $102,734
- Total expenses
- $487,583
- Net increase / (decrease)
- $1,678,905
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Life Insurance Company | TRUST CUSTODIAN | $92,854 | $57 |
| Reliastar Life Insurance Company | SERVICE PROVIDER | $0 | $26,942 |
| Iron-Co-Fid Comprehensive | ADVISOR | $5,385 | not reported in the loaded dataset |