Terry Reilly Health Services Money Purchase Plan — Form 5500 plan (Community Health Clinics 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, Terry Reilly Health Services Money Purchase Plan is a benefit plan reported by Community Health Clinics Inc. under EIN 82-0300537 and plan number 001. The latest loaded filing year is 2023. The filing reports 502 participants and $17,261,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Health Clinics Inc.
- EIN
- 82-0300537
- Plan number
- 001
- Plan type
- 2
- Location
- Nampa, ID
- Latest filing year
- 2023
- Participants
- 502
- End-of-year plan assets
- $17,261,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 502 | H, C | 20250115100705NAL0021578705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,261,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,261,253
- Net assets (BOY)
- $13,567,967
Income & contributions
- Employer contributions
- $1,596,078
- Participant contributions
- $0
- Total contributions
- $1,596,078
- Total income / additions
- $4,305,159
Expenses & distributions
- Benefits paid
- $565,398
- Administrative expenses
- $46,475
- Total expenses
- $611,873
- Net increase / (decrease)
- $3,693,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,356 | $36,885 | 2023 |
| Rt Jones Capital Equities Mgmt Inc | NONE | $29,680 | not reported in the loaded dataset | 2023 |
| Apollon Wealth Mgmt LLC | NONE | $15,439 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Health Clinics Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Nampa, ID
- American United Life Insurance Co — Schedule C compensation
- Rt Jones Capital Equities Mgmt Inc — Schedule C compensation
- Apollon Wealth Mgmt LLC — Schedule C compensation