2023 Form 5500 filing — Neighborhood Health Center Of Wny, Inc. 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 20241004142640NAL0019772576001) for Neighborhood Health Center Of Wny, Inc. 403(B) Plan, reported by Neighborhood Health Center Of Wny, Inc. under EIN 16-1294447 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004142640NAL0019772576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neighborhood Health Center Of Wny, Inc.
- EIN
- 16-1294447
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,505,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,505,711
- Employer contributions
- $258,743
- Participant contributions
- $1,315,111
- Total income / additions
- $2,757,788
- Benefits paid
- $1,052,366
- Administrative expenses
- $60,143
- Total expenses
- $1,112,509
- Net increase / (decrease)
- $1,645,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $28,779 | $25 |
| Principal Life Insurance Company | RECORDKEEPER | $25,641 | $0 |
| Security Administrators Inc. | CONTRACT ADMINISTRATOR | $5,718 | $3,144 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |