2023 Form 5500 filing — Third Street Family Health Services 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 20241015163320NAL0015087571001) for Third Street Family Health Services Retirement Plan, reported by Third Street Community Clinic under EIN 34-1753919 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163320NAL0015087571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Third Street Community Clinic
- EIN
- 34-1753919
- Plan number
- 001
- Location
- Mansfield, OH
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,705,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,705,379
- Employer contributions
- $313,241
- Participant contributions
- $704,481
- Total income / additions
- $1,879,295
- Benefits paid
- $792,795
- Administrative expenses
- $49,372
- Total expenses
- $842,167
- Net increase / (decrease)
- $1,037,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,439 | $0 |
| Principal Securities, Inc. | OTHER SERVICES | $0 | $16,515 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |