East Boston Neighborhood Health Center 401(K) Plan — Form 5500 plan (East Boston Neighborhood 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, East Boston Neighborhood Health Center 401(K) Plan is a benefit plan reported by East Boston Neighborhood Health Center under EIN 23-7425849 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,912 participants and $70,475,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
East Boston Neighborhood Health Center
EIN
23-7425849
Plan number
002
Plan type
2
Location
East Boston, MA
Latest filing year
2023
Participants
1,912
End-of-year plan assets
$70,475,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,912H, C20241010141414NAL0020280417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$70,475,321
Net assets (EOY)
$70,475,321
Net assets (BOY)
$62,662,923

Income & contributions

Employer contributions
$1,937,933
Participant contributions
$4,382,679
Total contributions
$6,581,084
Total income / additions
$14,582,614

Expenses & distributions

Benefits paid
$6,561,261
Administrative expenses
$161,722
Total expenses
$6,770,216
Net increase / (decrease)
$7,812,398

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co. Of AmericaCUSTODIAN, RECORD KEEPER$81,722not reported in the loaded dataset2023
Cambridge Investment ResearchBROKER DEALER OF ADVISOR$45,035not reported in the loaded dataset2023
Aegis Retirement PartnersTPA$34,965not reported in the loaded dataset2023

Related Form 5500 pages