Castle Family Health Centers, Inc. 403(B) Plan — Form 5500 plan (Castle Family Health Centers, 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, Castle Family Health Centers, Inc. 403(B) Plan is a benefit plan reported by Castle Family Health Centers, Inc. under EIN 20-5864304 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $9,675,652 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.7MPlan net assets, end of year$9,675,652
Participants239Covered participants reported
Assets / participant$40.5KComputed: assets ÷ participants$40,484 (computed)
Provider compensation$28.9K2 Schedule C provider row(s)$28,946
- Plan sponsor
- Castle Family Health Centers, Inc.
- EIN
- 20-5864304
- Plan number
- 002
- Plan type
- 2
- Location
- Atwater, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20250403173630NAL0006647299001 |
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)$9.7M total assets
Net assets$9.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $9,675,652
- Net assets (EOY)
- $9,675,652
- Net assets (BOY)
- $8,015,811
Income & contributions
- Employer contributions
- $130,136
- Participant contributions
- $471,511
- Total contributions
- $968,920
- Total income / additions
- $2,052,945
Expenses & distributions
- Benefits paid
- $349,755
- Administrative expenses
- $40,115
- Total expenses
- $393,104
- Net increase / (decrease)
- $1,659,841
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC-Rpcp | INVESTMENT ADVISOR | $18,015 | $0 | 2023 |
| Nationwide | RECORDKEEPER | $10,220 | $711 | 2023 |