Golden Valley Health Centers 403(B) 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 403(B) Plan is a benefit plan reported by Golden Valley Health Centers under EIN 94-2196086 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,341 participants and $44,122,611 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$44.1MPlan net assets, end of year$44,122,611
Participants1.3KCovered participants reported1,341
Assets / participant$32.9KComputed: assets ÷ participants$32,903 (computed)
Provider compensation$182K3 Schedule C provider row(s)$181,992
- Plan sponsor
- Golden Valley Health Centers
- EIN
- 94-2196086
- Plan number
- 002
- Plan type
- 2
- Location
- Atwater, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,341 | H, C | 20241014183439NAL0047171264001 |
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)$44.1M total assets
Net assets$44.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $44,122,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,122,611
- Net assets (BOY)
- $35,413,631
Income & contributions
- Employer contributions
- $1,592,284
- Participant contributions
- $3,847,361
- Total contributions
- $5,811,635
- Total income / additions
- $12,436,381
Expenses & distributions
- Benefits paid
- $3,549,774
- Administrative expenses
- $177,627
- Total expenses
- $3,727,401
- Net increase / (decrease)
- $8,708,980
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.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $119,127 | $515 | 2023 |
| Lpl Financial Corporation Rpcp | NONE | $53,643 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $0 | $8,707 | 2023 |