Iberia Comprehensive Community Health Center, Inc 401(K) Plan And Trust — Form 5500 plan (Iberia Comprehensive 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, Iberia Comprehensive Community Health Center, Inc 401(K) Plan And Trust is a benefit plan reported by Iberia Comprehensive Community Health Center, Inc. under EIN 58-2164455 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $11,713,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iberia Comprehensive Community Health Center, Inc.
- EIN
- 58-2164455
- Plan number
- 001
- Plan type
- 2
- Location
- New Iberia, LA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $11,713,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20250314135617NAL0011860099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,713,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,713,343
- Net assets (BOY)
- $9,432,156
Income & contributions
- Employer contributions
- $869,002
- Participant contributions
- $951,870
- Total contributions
- $1,846,439
- Total income / additions
- $3,434,187
Expenses & distributions
- Benefits paid
- $1,057,289
- Administrative expenses
- $95,711
- Total expenses
- $1,153,000
- Net increase / (decrease)
- $2,281,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | INVESTMENT ADVISOR | $37,952 | not reported in the loaded dataset | 2023 |
| Wilshire Associates, Inc. | INVESTMENT ADVISOR | $2,169 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iberia Comprehensive Community Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Iberia, LA
- Edward D. Jones & Co., L.P. — Schedule C compensation
- Wilshire Associates, Inc. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation