Indian Health Center Of Santa Clara Valley 401(K) Plan — Form 5500 plan (Indian Health Center Of Santa Clara Valley)
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, Indian Health Center Of Santa Clara Valley 401(K) Plan is a benefit plan reported by Indian Health Center Of Santa Clara Valley under EIN 94-2476242 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $14,086,064 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.1MPlan net assets, end of year$14,086,064
Participants373Covered participants reported
Assets / participant$37.8KComputed: assets ÷ participants$37,764 (computed)
Provider compensation$77.2K2 Schedule C provider row(s)$77,193
- Plan sponsor
- Indian Health Center Of Santa Clara Valley
- EIN
- 94-2476242
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241011140041NAL0010994691001 |
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)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,086,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,086,064
- Net assets (BOY)
- $11,218,235
Income & contributions
- Employer contributions
- $558,566
- Participant contributions
- $1,330,207
- Total contributions
- $1,910,458
- Total income / additions
- $3,861,853
Expenses & distributions
- Benefits paid
- $959,101
- Administrative expenses
- $34,923
- Total expenses
- $994,024
- Net increase / (decrease)
- $2,867,829
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.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $4,614 | $40,696 | 2023 |
| Cbiz Investment Advisory | NONE | $0 | $31,883 | 2023 |