Avenal Community Health Center 403(B) Plan — Form 5500 plan (Avenal Community 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, Avenal Community Health Center 403(B) Plan is a benefit plan reported by Avenal Community Health Center under EIN 77-0425496 and plan number 001. The latest loaded filing year is 2023. The filing reports 512 participants and $8,133,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avenal Community Health Center
- EIN
- 77-0425496
- Plan number
- 001
- Plan type
- 2
- Location
- Lemoore, CA
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $8,133,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20240917120134NAL0006550562001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,133,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,133,423
- Net assets (BOY)
- $4,976,757
Income & contributions
- Employer contributions
- $374,639
- Participant contributions
- $831,191
- Total contributions
- $2,741,636
- Total income / additions
- $3,879,343
Expenses & distributions
- Benefits paid
- $714,885
- Administrative expenses
- $7,792
- Total expenses
- $722,677
- Net increase / (decrease)
- $3,156,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,708 | $0 | 2023 |