Cowlitz Family Health Center 403(B) Plan — Form 5500 plan (Cowlitz Family 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, Cowlitz Family Health Center 403(B) Plan is a benefit plan reported by Cowlitz Family Health Center under EIN 91-0896241 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $6,410,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cowlitz Family Health Center
- EIN
- 91-0896241
- Plan number
- 001
- Plan type
- 2
- Location
- Longview, WA
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $6,410,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241011141901NAL0011013747004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,410,830
- Net assets (EOY)
- $6,410,830
- Net assets (BOY)
- $4,716,217
Income & contributions
- Employer contributions
- $236,926
- Participant contributions
- $763,860
- Total contributions
- $1,000,786
- Total income / additions
- $1,873,413
Expenses & distributions
- Benefits paid
- $164,274
- Administrative expenses
- $14,526
- Total expenses
- $178,800
- Net increase / (decrease)
- $1,694,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,587 | not reported in the loaded dataset | 2023 |
| Lpl Financial Corp | BROKER/ADVISOR | not reported in the loaded dataset | $11,097 | 2023 |
| Hunnex And Shoemaker Inc | CONTRACT ADMIN | $1,525 | $2,608 | 2023 |
| Usi Securities | BROKER/ADVISOR | not reported in the loaded dataset | $1,966 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cowlitz Family Health Center
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Longview, WA
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial Corp — Schedule C compensation
- Hunnex And Shoemaker Inc — Schedule C compensation
- Usi Securities — Schedule C compensation