Byron Health Center 403(B) Tax Deferred Plan — Form 5500 plan (Byron 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, Byron Health Center 403(B) Tax Deferred Plan is a benefit plan reported by Byron Health Center under EIN 35-1826036 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $3,015,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Byron Health Center
- EIN
- 35-1826036
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $3,015,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20241015161622NAL0016857667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,015,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,015,374
- Net assets (BOY)
- $2,420,798
Income & contributions
- Employer contributions
- $104,720
- Participant contributions
- $260,978
- Total contributions
- $376,568
- Total income / additions
- $675,119
Expenses & distributions
- Benefits paid
- $56,808
- Administrative expenses
- $23,735
- Total expenses
- $80,543
- Net increase / (decrease)
- $594,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Riversedge Adv. Ret. Solutions, LLC | RECORDKEEPER | $13,767 | not reported in the loaded dataset | 2023 |
| Phillips Financial Management, LLC | ADVISOR | $9,967 | not reported in the loaded dataset | 2023 |