Petaluma Health Center 401(K) Plan & Trust — Form 5500 plan (Petaluma 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, Petaluma Health Center 401(K) Plan & Trust is a benefit plan reported by Petaluma Health Center under EIN 68-0437840 and plan number 002. The latest loaded filing year is 2023. The filing reports 748 participants and $33,869,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Petaluma Health Center
- EIN
- 68-0437840
- Plan number
- 002
- Plan type
- 2
- Location
- Petaluma, CA
- Latest filing year
- 2023
- Participants
- 748
- End-of-year plan assets
- $33,869,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 748 | H, C | 20241009120927NAL0010587011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,869,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,869,391
- Net assets (BOY)
- $25,844,752
Income & contributions
- Employer contributions
- $1,761,386
- Participant contributions
- $2,469,292
- Total contributions
- $4,334,750
- Total income / additions
- $9,248,221
Expenses & distributions
- Benefits paid
- $1,204,877
- Administrative expenses
- $18,705
- Total expenses
- $1,223,582
- Net increase / (decrease)
- $8,024,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nh Hicks | CONTRACT ADMIN | $17,312 | $0 | 2023 |