What is the most recent Form 5500 filing year for Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan?

The latest Form 5500 filing year loaded for Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan is 2023.

What are the reported plan assets for Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan?

Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan reports $3,399,378 in end-of-year plan assets in its latest loaded Form 5500 filing.

Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan — Form 5500 plan (Kuumba Community Health & Wellness 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, Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan is a benefit plan reported by Kuumba Community Health & Wellness Center, Inc. under EIN 54-1937835 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $3,399,378 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.4MPlan net assets, end of year$3,399,378

Participants217Covered participants reported

Assets / participant$15.7KComputed: assets ÷ participants$15,665 (computed)

Provider compensationNone reported

Plan sponsor: Kuumba Community Health & Wellness Center, Inc.
EIN: 54-1937835
Plan number: 001
Plan type: 2
Location: Roanoke, VA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

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

2023
217 participants · 2Sch H
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)$3.4M total assets

Net assets$3.4MLiabilities$0

Money in vs. money out

Total income / additions$1M

Total expenses$325.9K

Benefits paid / distributions$323.9K

Contributions

Employer$193.2K

Participant$324.5K

Full reported line items

Net assets

Total assets (EOY): $3,399,378
Total liabilities (EOY): $0
Net assets (EOY): $3,399,378
Net assets (BOY): $2,698,815

Income & contributions

Employer contributions: $193,157
Participant contributions: $324,541
Total contributions: $567,005
Total income / additions: $1,026,451

Expenses & distributions

Benefits paid: $323,882
Administrative expenses: $2,006
Total expenses: $325,888
Net increase / (decrease): $700,563

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)

37%63%

Employer 37%Participant 63%

Total expenses ÷ net assets10%Computed ratio

Benefits paid ÷ total income32%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan?: Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan is reported as sponsored by Kuumba Community Health & Wellness Center, Inc. (EIN 54-1937835, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan?: The latest Form 5500 filing year loaded for Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan is 2023.
How many participants does Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan report?: Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan reports 217 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan?: Kuumba Community Health & Wellness Center, Inc. Safe Harbor 403(B) Retirement Plan reports $3,399,378 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.