Sunset Community Health Center, Inc. 403(B) Plan — Form 5500 plan (Sunset 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, Sunset Community Health Center, Inc. 403(B) Plan is a benefit plan reported by Sunset Community Health Center, Inc under EIN 86-0893305 and plan number 001. The latest loaded filing year is 2023. The filing reports 474 participants and $17,451,186 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunset Community Health Center, Inc
EIN
86-0893305
Plan number
001
Plan type
2
Location
Yuma, AZ
Latest filing year
2023
Participants
474
End-of-year plan assets
$17,451,186

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023474H, C20240920174754NAL0010859888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,451,186
Total liabilities (EOY)
$0
Net assets (EOY)
$17,451,186
Net assets (BOY)
$14,024,195

Income & contributions

Employer contributions
$521,447
Participant contributions
$1,055,037
Total contributions
$1,624,896
Total income / additions
$4,086,590

Expenses & distributions

Benefits paid
$647,352
Administrative expenses
$12,247
Total expenses
$659,599
Net increase / (decrease)
$3,426,991

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$12,247$02023

Related Form 5500 pages