2023 Form 5500 filing — Mountain Family Health Centers 403b 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 20240830140829NAL0030094370001) for Mountain Family Health Centers 403b Plan, reported by Mountain Family Health Centers under EIN 84-0742145 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830140829NAL0030094370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain Family Health Centers
- EIN
- 84-0742145
- Plan number
- 001
- Location
- Glenwood Springs, CO
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,236,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,236,255
- Employer contributions
- $192,162
- Participant contributions
- $463,268
- Total income / additions
- $1,583,297
- Benefits paid
- $357,669
- Administrative expenses
- $16,327
- Total expenses
- $373,996
- Net increase / (decrease)
- $1,209,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones And Co | NONE | $10,422 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $1,197 | $1,918 |