Burgess Health Center 403(B) Plan — Form 5500 plan (Burgess 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, Burgess Health Center 403(B) Plan is a benefit plan reported by Burgess Health Center under EIN 42-0859940 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $15,322,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burgess Health Center
- EIN
- 42-0859940
- Plan number
- 001
- Plan type
- 2
- Location
- Onawa, IA
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $15,322,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241014102622NAL0027022225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,322,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,322,430
- Net assets (BOY)
- $13,622,011
Income & contributions
- Employer contributions
- $376,875
- Participant contributions
- $890,140
- Total contributions
- $1,362,049
- Total income / additions
- $3,547,139
Expenses & distributions
- Benefits paid
- $1,744,345
- Administrative expenses
- $90,914
- Total expenses
- $1,846,720
- Net increase / (decrease)
- $1,700,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $37,526 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $26,720 | $669 | 2023 |
| Benefit Plans Inc | TPA | $19,717 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | ADVISOR | $6,952 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Burgess Health Center
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Onawa, IA
- Commonwealth Financial Network — Schedule C compensation
- Nationwide — Schedule C compensation
- Benefit Plans Inc — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation