Family Health Centers Of San Diego Tax Deferred Annuity Plan — Form 5500 plan (Family Health Centers Of San Diego)
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, Family Health Centers Of San Diego Tax Deferred Annuity Plan is a benefit plan reported by Family Health Centers Of San Diego under EIN 95-2833205 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,866 participants and $146,395,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Health Centers Of San Diego
- EIN
- 95-2833205
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 2,866
- End-of-year plan assets
- $146,395,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,866 | H, C | 20241007173326NAL0016507953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,395,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $146,395,080
- Net assets (BOY)
- $113,293,642
Income & contributions
- Employer contributions
- $5,776,851
- Participant contributions
- $12,795,494
- Total contributions
- $19,822,404
- Total income / additions
- $41,524,259
Expenses & distributions
- Benefits paid
- $8,128,100
- Administrative expenses
- $293,674
- Total expenses
- $8,422,821
- Net increase / (decrease)
- $33,101,438
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $217,204 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $74,958 | $32,482 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family Health Centers Of San Diego
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Advis — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation