2023 Form 5500 filing — Crihb 401(K) Profit Sharing 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 20240822163251NAL0005358129001) for Crihb 401(K) Profit Sharing Plan, reported by California Rural Indian Health Board, Inc. under EIN 23-7052541 and plan number 003. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240822163251NAL0005358129001
Filing year
2023
Form type
2
Plan sponsor
California Rural Indian Health Board, Inc.
EIN
23-7052541
Plan number
003
Location
Roseville, CA
Participants
138
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,084,915
Total liabilities (EOY)
$0
Net assets (EOY)
$6,084,915
Employer contributions
$389,849
Participant contributions
$255,771
Total income / additions
$1,556,448
Benefits paid
$768,038
Administrative expenses
$28,198
Total expenses
$796,236
Net increase / (decrease)
$760,212
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Three Bell Capital LLCINVESTMENT ADVISOR$16,185not reported in the loaded dataset
Empower Annuity Insurance Company OCONTRACT ADMINISTRATOR$7,911$0
Retirement Administration, Inc.CONTRACT ADMIN$4,350not reported in the loaded dataset

Related Form 5500 pages