2023 Form 5500 filing — Castle Family Health Centers, Inc. 403(B) 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 20250403173630NAL0006647299001) for Castle Family Health Centers, Inc. 403(B) Plan, reported by Castle Family Health Centers, Inc. under EIN 20-5864304 and plan number 002. It reports 239 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)$9.7MReported net assets$9,675,652
Participants239
Provider compensation$28.9K2 Schedule C row(s)$28,946
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250403173630NAL0006647299001
- Plan sponsor
- Castle Family Health Centers, Inc.
- EIN
- 20-5864304
- Plan number
- 002
- Location
- Atwater, 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)$9.7M total assets
Net assets$9.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $9,675,652
- Net assets (EOY)
- $9,675,652
- Employer contributions
- $130,136
- Participant contributions
- $471,511
- Total income / additions
- $2,052,945
- Benefits paid
- $349,755
- Administrative expenses
- $40,115
- Total expenses
- $393,104
- Net increase / (decrease)
- $1,659,841
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC-Rpcp | INVESTMENT ADVISOR | $18,015 | $0 |
| Nationwide | RECORDKEEPER | $10,220 | $711 |