2023 Form 5500 filing — Centro De Salud Familiar La Fe, 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 20241011121905NAL0021831905001) for Centro De Salud Familiar La Fe, Inc. 403(B) Plan, reported by Centro De Salud Familiar La Fe, Inc under EIN 74-1842169 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011121905NAL0021831905001
Filing year
2023
Form type
2
Plan sponsor
Centro De Salud Familiar La Fe, Inc
EIN
74-1842169
Plan number
001
Location
El Paso, TX
Participants
386
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,396,306
Net assets (EOY)
$8,396,306
Employer contributions
$433,254
Participant contributions
$293,598
Total income / additions
$1,861,386
Benefits paid
$1,123,196
Administrative expenses
$118,380
Total expenses
$1,241,576
Net increase / (decrease)
$619,810
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nationwide Life Insurance CompanyRECORDKEEPER$95,608$0
Morgan Stanley Smith Barney, LLCINVESTMENT ADVISOR$0$77,205
Pension Planning Consultants, Inc.THIRD PARTY ADMINISTRATOR$22,772$19,301

Related Form 5500 pages