Plan5500

Castle Family Health Centers — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Castle Family Health Centers (EIN 20-5864304) is a plan sponsor located in Atwater, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-5864304
Location
Atwater, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.7MSummed across loaded plans$9,675,652
Total reported assets$9.7M$9,675,652
Total reported participants397
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.7M total assets
Net assets$9.7MLiabilities—
Contributions & income
Employer contributions$130.1K
Participant contributions$471.5K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$349.8K
Total expenses$393.1K
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Castle Family Health Centers, Inc. 403(B) Plan
Participants per plan199Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Castle Family Health Centers, Inc. 403(B) Plan$9.7M
    Plan #002 · 239 participants · 2023
  2. 2
    Castle Family Health Centers Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 158 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Castle Family Health Centers
YearPlanParticipantsSchedulesFiling
2023Castle Family Health Centers Health And Welfare Plan158—20240425123115NAL0002870227001
2023Castle Family Health Centers, Inc. 403(B) Plan239H, C20250403173630NAL0006647299001

Related Form 5500 pages