Apicha Community Health Center 403(B) Retirement Savings Plan — Form 5500 plan (Apicha Community Health Center)
Plain-English plan 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, Apicha Community Health Center 403(B) Retirement Savings Plan is a benefit plan reported by Apicha Community Health Center under EIN 13-3706365 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $4,107,808 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.1MPlan net assets, end of year$4,107,808
Participants133Covered participants reported
Assets / participant$30.9KComputed: assets ÷ participants$30,886 (computed)
Provider compensation$25.5K2 Schedule C provider row(s)$25,497
- Plan sponsor
- Apicha Community Health Center
- EIN
- 13-3706365
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241014093906NAL0013072195001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,107,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,107,808
- Net assets (BOY)
- $3,118,973
Income & contributions
- Employer contributions
- $199,115
- Participant contributions
- $368,627
- Total contributions
- $567,742
- Total income / additions
- $1,106,191
Expenses & distributions
- Benefits paid
- $95,884
- Administrative expenses
- $21,472
- Total expenses
- $117,356
- Net increase / (decrease)
- $988,835
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,102 | $0 | 2023 |
| Raymond James Financial Svc Adv | INVESTMENT ADVISORY | $0 | $5,395 | 2023 |