2023 Form 5500 filing — Sixteenth Street Community Health Center, 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 20250113153236NAL0037592514001) for Sixteenth Street Community Health Center, Inc. Retirement Plan, reported by Sixteenth Street Community Health Center, Inc. under EIN 39-1180475 and plan number 001. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113153236NAL0037592514001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sixteenth Street Community Health Center, Inc.
- EIN
- 39-1180475
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,797,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,797,894
- Employer contributions
- $820,761
- Participant contributions
- $1,853,174
- Total income / additions
- $7,650,203
- Benefits paid
- $1,573,142
- Administrative expenses
- $105,115
- Total expenses
- $1,678,257
- Net increase / (decrease)
- $5,971,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | RIA | $55,756 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $43,964 | $0 |