2023 Form 5500 filing — San Francisco Health Inc Dba Hospital San Francisco 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 20241015164350NAL0050509312001) for San Francisco Health Inc Dba Hospital San Francisco Retirement Plan, reported by San Francisco Health Inc Dba Hospital San Francisco under EIN 66-0673963 and plan number 001. It reports 259 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)$1.9MReported net assets$1,944,642
Participants259
Provider compensation$25.1K1 Schedule C row(s)$25,121
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015164350NAL0050509312001
Plan sponsor
San Francisco Health Inc Dba Hospital San Francisco
EIN
66-0673963
Plan number
001
Location
San Juan, PR
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$534.3K
Total expenses$313.8K
Benefits paid / distributions$296.5K
Contributions
Employer$48.8K
Participant$229.7K
Full reported line items
Total assets (EOY)
$1,944,642
Total liabilities (EOY)
$0
Net assets (EOY)
$1,944,642
Employer contributions
$48,773
Participant contributions
$229,655
Total income / additions
$534,265
Benefits paid
$296,503
Administrative expenses
$17,282
Total expenses
$313,785
Net increase / (decrease)
$220,480

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bppr - Popular Fiduciary ServicesRK/TRUSTEE FEES$17,282$7,839

Related Form 5500 pages