2023 Form 5500 filing — Zufall Health Center 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 20251014075005NAL0004961106001) for Zufall Health Center 403(B) Plan, reported by Zufall Health Center under EIN 22-3125397 and plan number 001. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251014075005NAL0004961106001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zufall Health Center
- EIN
- 22-3125397
- Plan number
- 001
- Location
- Dover, NJ
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,661,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,661,223
- Employer contributions
- $323,316
- Participant contributions
- $1,370,942
- Total income / additions
- $3,564,598
- Benefits paid
- $1,486,707
- Administrative expenses
- $14,949
- Total expenses
- $1,501,656
- Net increase / (decrease)
- $2,062,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aurora Private Wealth, Inc. | INVESTMENT ADVISORY | $0 | $21,180 |
| Federation Pension Bureau, Inc. | OTHER SERVICES | $0 | $17,220 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,948 | $0 |