Center For Family Health 403(B) Employer Retirement Plan — Form 5500 plan (Center For Family Health)

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, Center For Family Health 403(B) Employer Retirement Plan is a benefit plan reported by Center For Family Health under EIN 38-3251354 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $13,312,551 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.3MPlan net assets, end of year$13,312,551
Participants323Covered participants reported
Assets / participant$41.2KComputed: assets ÷ participants$41,215 (computed)
Provider compensation$75.9K3 Schedule C provider row(s)$75,878
Plan sponsor
Center For Family Health
EIN
38-3251354
Plan number
001
Plan type
2
Location
Jackson, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    323 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)$13.3M total assets
Net assets$13.3MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$527.3K
Benefits paid / distributions$410.4K
Contributions
Employer$272.1K
Participant$867K
Full reported line items

Net assets

Total assets (EOY)
$13,312,551
Total liabilities (EOY)
$0
Net assets (EOY)
$13,312,551
Net assets (BOY)
$10,703,573

Income & contributions

Employer contributions
$272,072
Participant contributions
$866,955
Total contributions
$1,185,625
Total income / additions
$3,136,308

Expenses & distributions

Benefits paid
$410,365
Administrative expenses
$75,878
Total expenses
$527,330
Net increase / (decrease)
$2,608,978
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 24%Participant 76%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income13%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
    INVESTMENT MGMT · Direct $32.7K
  2. 2
    RECORDKEEPER · Direct $26.4K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $16.7K

Related Form 5500 pages