2023 Form 5500 filing — South Boston Community Health Center 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628124912NAL0000899632001) for South Boston Community Health Center 403(B) Plan, reported by South Boston Community Health Center, Inc. under EIN 04-2682152 and plan number 001. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628124912NAL0000899632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Boston Community Health Center, Inc.
- EIN
- 04-2682152
- Plan number
- 001
- Location
- South Boston, MA
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,493,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,493,583
- Participant contributions
- $552,893
- Total income / additions
- $2,383,823
- Benefits paid
- $203,321
- Administrative expenses
- $54,052
- Total expenses
- $257,373
- Net increase / (decrease)
- $2,126,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $49,143 | $0 |
| Morgan Stanley Smith Barney LLC | NONE | $0 | $42,391 |
| Fidelity Invest Instit Oper Co Inc | RECORDKEEPER | $547 | $0 |