Central Valley Indian Health Services, Inc. 401(K) Plan — Form 5500 plan (Central Valley Indian Health Services, 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, Central Valley Indian Health Services, Inc. 401(K) Plan is a benefit plan reported by Central Valley Indian Health Services, Inc. under EIN 94-1745488 and plan number 002. The latest loaded filing year is 2023. The filing reports 143 participants and $15,167,005 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Valley Indian Health Services, Inc.
EIN
94-1745488
Plan number
002
Plan type
2
Location
Clovis, CA
Latest filing year
2023
Participants
143
End-of-year plan assets
$15,167,005

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241009183905NAL0010922755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,167,005
Net assets (EOY)
$15,167,005
Net assets (BOY)
$12,654,167

Income & contributions

Employer contributions
$960,047
Participant contributions
$880,073
Total contributions
$1,999,607
Total income / additions
$4,193,744

Expenses & distributions

Benefits paid
$1,615,750
Administrative expenses
$65,156
Total expenses
$1,680,906
Net increase / (decrease)
$2,512,838

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bridgewealth Advisory Group LLCINVESTMENT ADVISOR$57,586not reported in the loaded dataset2023

Related Form 5500 pages