Plan5500

Anthony L Jordan Health Center Inc Pre-Tax Savings Plan — Form 5500 plan (Anthony L Jordan Health Center Inc)

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, Anthony L Jordan Health Center Inc Pre-Tax Savings Plan is a benefit plan reported by Anthony L Jordan Health Center Inc under EIN 16-0977295 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $11,935,841 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.9MPlan net assets, end of year$11,935,841
Participants347Covered participants reported
Assets / participant$34.4KComputed: assets ÷ participants$34,397 (computed)
Provider compensation$100.4K2 Schedule C provider row(s)$100,373
Plan sponsor
Anthony L Jordan Health Center Inc
EIN
16-0977295
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    347 participants · 2Sch HSch C
    View filing →
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)$11.9M total assets
Net assets$11.9MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$534K
Participant$704.3K
Full reported line items

Net assets

Total assets (EOY)
$11,935,841
Total liabilities (EOY)
$0
Net assets (EOY)
$11,935,841
Net assets (BOY)
$10,478,635

Income & contributions

Employer contributions
$533,994
Participant contributions
$704,330
Total contributions
$1,249,287
Total income / additions
$3,189,759

Expenses & distributions

Benefits paid
$1,629,347
Administrative expenses
$100,373
Total expenses
$1,732,553
Net increase / (decrease)
$1,457,206
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.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Benefit Plans Admin Services$56.2K
    NONE · Direct $56.2K · Indirect $0
  2. 2
    Alesco Advisors LLC$44.2K
    NONE · Direct $44.2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Anthony L Jordan Health Center Inc Pre-Tax Savings Plan?
Anthony L Jordan Health Center Inc Pre-Tax Savings Plan is reported as sponsored by Anthony L Jordan Health Center Inc (EIN 16-0977295, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Anthony L Jordan Health Center Inc Pre-Tax Savings Plan?
The latest Form 5500 filing year loaded for Anthony L Jordan Health Center Inc Pre-Tax Savings Plan is 2023.
How many participants does Anthony L Jordan Health Center Inc Pre-Tax Savings Plan report?
Anthony L Jordan Health Center Inc Pre-Tax Savings Plan reports 347 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Anthony L Jordan Health Center Inc Pre-Tax Savings Plan?
Anthony L Jordan Health Center Inc Pre-Tax Savings Plan reports $11,935,841 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages