2023 Form 5500 filing — Family Health Center Of Marshfield, Inc. 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 20241118175628NAL0003732034001) for Family Health Center Of Marshfield, Inc. Retirement Plan, reported by Family Health Center Of Marshfield, Inc. under EIN 39-1681547 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118175628NAL0003732034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Health Center Of Marshfield, Inc.
- EIN
- 39-1681547
- Plan number
- 001
- Location
- Marshfield, WI
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,778,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,778,446
- Employer contributions
- $1,320,932
- Participant contributions
- $1,256,175
- Total income / additions
- $6,095,487
- Benefits paid
- $1,195,963
- Administrative expenses
- $48,151
- Total expenses
- $1,267,047
- Net increase / (decrease)
- $4,828,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,652 | $0 |
| Intellicents | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset |