Golden Valley Health Centers Retirement Plan — Form 5500 plan (Golden Valley 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, Golden Valley Health Centers Retirement Plan is a benefit plan reported by Golden Valley Health Centers under EIN 94-2196086 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,430 participants and $45,808,459 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$45.8MPlan net assets, end of year$45,808,459
Participants1.4KCovered participants reported1,430
Assets / participant$32KComputed: assets ÷ participants$32,034 (computed)
Provider compensation$198.9K3 Schedule C provider row(s)$198,950
- Plan sponsor
- Golden Valley Health Centers
- EIN
- 94-2196086
- Plan number
- 001
- Plan type
- 2
- Location
- Atwater, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,430 | H, C | 20250106170741NAL0013397376001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$45.8M total assets
Net assets$45.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $45,808,459
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,808,459
- Net assets (BOY)
- $38,101,766
Income & contributions
- Employer contributions
- $3,676,230
- Total contributions
- $3,676,230
- Total income / additions
- $10,596,460
Expenses & distributions
- Benefits paid
- $2,700,480
- Administrative expenses
- $189,287
- Total expenses
- $2,889,767
- Net increase / (decrease)
- $7,706,693
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $115,883 | $114 | 2023 |
| Lpl Financial Corporation Rpcp | NONE | $73,479 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | $9,474 | 2023 |