Family Health Centers 401(K) Plan — Form 5500 plan (Family Health Centers)
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, Family Health Centers 401(K) Plan is a benefit plan reported by Family Health Centers under EIN 91-1275011 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $4,215,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Health Centers
- EIN
- 91-1275011
- Plan number
- 001
- Plan type
- 2
- Location
- Okanogan, WA
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $4,215,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20241014105658NAL0027090561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,215,532
- Total liabilities (EOY)
- $78,664
- Net assets (EOY)
- $4,136,868
- Net assets (BOY)
- $3,677,954
Income & contributions
- Employer contributions
- $88,075
- Participant contributions
- $538,555
- Total contributions
- $745,300
- Total income / additions
- $1,282,200
Expenses & distributions
- Benefits paid
- $789,443
- Administrative expenses
- $33,843
- Total expenses
- $823,286
- Net increase / (decrease)
- $458,914
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $11,551 | $0 | 2023 |
| Benefits2 Administrators LLC | THIRD PARTY ADMIN | $3,750 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $1,927 | not reported in the loaded dataset | 2023 |