Siskiyou Community Health Center, Inc. 403(B) Plan — Form 5500 plan (Siskiyou Community 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, Siskiyou Community Health Center, Inc. 403(B) Plan is a benefit plan reported by Siskiyou Community Health Center under EIN 93-0628804 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $13,968,692 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Siskiyou Community Health Center
EIN
93-0628804
Plan number
001
Plan type
2
Location
Grants Pass, OR
Latest filing year
2023
Participants
271
End-of-year plan assets
$13,968,692

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20241011154311NAL0022251825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,968,692
Total liabilities (EOY)
$0
Net assets (EOY)
$13,968,692
Net assets (BOY)
$11,361,267

Income & contributions

Employer contributions
$493,674
Participant contributions
$1,027,961
Total contributions
$2,006,709
Total income / additions
$3,542,417

Expenses & distributions

Benefits paid
$852,392
Administrative expenses
$82,600
Total expenses
$934,992
Net increase / (decrease)
$2,607,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$82,640$02023
Independent Financial Group LLCINVESTMENT ADVISORY$0$41,1152023

Related Form 5500 pages