Chinese Hospital 401(A) Retirement Plan & Trust — Form 5500 plan (Chinese Hospital)
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, Chinese Hospital 401(A) Retirement Plan & Trust is a benefit plan reported by Chinese Hospital under EIN 94-0382780 and plan number 002. The latest loaded filing year is 2023. The filing reports 338 participants and $8,084,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chinese Hospital
- EIN
- 94-0382780
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $8,084,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241016171249NAL0015964947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,084,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,084,814
- Net assets (BOY)
- $7,132,263
Income & contributions
- Employer contributions
- $575,551
- Participant contributions
- $0
- Total contributions
- $575,551
- Total income / additions
- $1,399,611
Expenses & distributions
- Benefits paid
- $445,185
- Administrative expenses
- $1,875
- Total expenses
- $447,060
- Net increase / (decrease)
- $952,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nicholas Pension Consultants | TPA | $8,236 | not reported in the loaded dataset | 2023 |
| Commercial Support Service | AUDITOR | $1,265 | not reported in the loaded dataset | 2023 |