2023 Form 5500 filing — La Familia Medical Center 403(B) Tax Deferred Retirement 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 20241010123630NAL0020975553001) for La Familia Medical Center 403(B) Tax Deferred Retirement Plan, reported by La Familia Medical Center under EIN 85-0220875 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123630NAL0020975553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La Familia Medical Center
- EIN
- 85-0220875
- Plan number
- 001
- Location
- Santa Fe, NM
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,280,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,280,875
- Employer contributions
- $147,593
- Participant contributions
- $596,067
- Total income / additions
- $2,423,706
- Benefits paid
- $1,046,461
- Administrative expenses
- $61,803
- Total expenses
- $1,108,264
- Net increase / (decrease)
- $1,315,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $36,584 | $0 |
| Dubuque Bank & Trust | INVESTMENT ADVISOR | $25,194 | $0 |