Salina Health Education Foundation, Inc. 403b Plan & Trust — Form 5500 plan (Salina Health Education Foundation, 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, Salina Health Education Foundation, Inc. 403b Plan & Trust is a benefit plan reported by Salina Health Education Foundation, Inc. under EIN 48-0858197 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $11,980,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Salina Health Education Foundation, Inc.
EIN
48-0858197
Plan number
001
Plan type
2
Location
Salina, KS
Latest filing year
2023
Participants
200
End-of-year plan assets
$11,980,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20240725141703NAL0022664880001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,980,102
Total liabilities (EOY)
$0
Net assets (EOY)
$11,980,102
Net assets (BOY)
$9,443,162

Income & contributions

Employer contributions
$610,633
Participant contributions
$716,232
Total contributions
$1,332,195
Total income / additions
$3,104,665

Expenses & distributions

Benefits paid
$513,698
Administrative expenses
$54,027
Total expenses
$567,725
Net increase / (decrease)
$2,536,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$54,027$02023

Related Form 5500 pages