2023 Form 5500 filing — Neighborhood Health Center 401(K) 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 20241009153640NAL0010794211001) for Neighborhood Health Center 401(K) Plan, reported by Neighborhood Health Center under EIN 27-3524752 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009153640NAL0010794211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neighborhood Health Center
- EIN
- 27-3524752
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,423,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,423,717
- Employer contributions
- $1,361,868
- Participant contributions
- $1,206,042
- Total income / additions
- $4,828,441
- Benefits paid
- $507,295
- Administrative expenses
- $110,157
- Total expenses
- $617,452
- Net increase / (decrease)
- $4,210,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,874 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $31,283 | $5 |
| The Retirement Advantage | OTHER SERVICES | $0 | $5,199 |