Sixteenth Street Community Health Center, Inc. Retirement Plan — Form 5500 plan (Sixteenth Street Community 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, Sixteenth Street Community Health Center, Inc. Retirement Plan is a benefit plan reported by Sixteenth Street Community Health Center, Inc. under EIN 39-1180475 and plan number 001. The latest loaded filing year is 2023. The filing reports 621 participants and $31,797,894 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sixteenth Street Community Health Center, Inc.
EIN
39-1180475
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
621
End-of-year plan assets
$31,797,894

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023621H, C20250113153236NAL0037592514001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,797,894
Total liabilities (EOY)
$0
Net assets (EOY)
$31,797,894
Net assets (BOY)
$25,825,948

Income & contributions

Employer contributions
$820,761
Participant contributions
$1,853,174
Total contributions
$2,839,022
Total income / additions
$7,650,203

Expenses & distributions

Benefits paid
$1,573,142
Administrative expenses
$105,115
Total expenses
$1,678,257
Net increase / (decrease)
$5,971,946

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory GroupRIA$55,756not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$43,964$02023

Related Form 5500 pages