2023 Form 5500 filing — Kedren 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 20241015185444NAL0049439792001) for Kedren Retirement Plan, reported by Kedren Community Health Center, Inc. under EIN 95-2459796 and plan number 004. It reports 436 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)$12.8MReported net assets$12,835,229
Participants436
Provider compensation$42.6K3 Schedule C row(s)$42,636
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015185444NAL0049439792001
Plan sponsor
Kedren Community Health Center, Inc.
EIN
95-2459796
Plan number
004
Location
Los Angeles, 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)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$619.5K
Participant$1.3M
Full reported line items
Total assets (EOY)
$12,835,229
Total liabilities (EOY)
$0
Net assets (EOY)
$12,835,229
Employer contributions
$619,542
Participant contributions
$1,329,413
Total income / additions
$3,682,044
Benefits paid
$1,335,726
Administrative expenses
$38,960
Total expenses
$1,395,850
Net increase / (decrease)
$2,286,194

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cambridge Investment GroupINVESTMENT ADVISOR$26,306not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$15,765$0
Empower Advisory Group, LLCINVESTMENT MGMT$565not reported in the loaded dataset

Related Form 5500 pages