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, Health West, Inc. 403(B) Retirement Plan is a benefit plan reported by Health West, Inc. under EIN 82-0324100 and plan number 002. The latest loaded filing year is 2023. The filing reports 235 participants and $8,198,458 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,198,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,198,458
- Net assets (BOY)
- $5,825,236
Income & contributions
- Employer contributions
- $769,032
- Participant contributions
- $1,191,799
- Total contributions
- $2,283,147
- Total income / additions
- $3,401,543
Expenses & distributions
- Benefits paid
- $952,794
- Administrative expenses
- $75,527
- Total expenses
- $1,028,321
- Net increase / (decrease)
- $2,373,222