2023 Form 5500 filing — Sterling Area Health Center 403b
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 20241011134506NAL0021966657006) for Sterling Area Health Center 403b, reported by Sterling Area Health Center under EIN 38-2205859 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134506NAL0021966657006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sterling Area Health Center
- EIN
- 38-2205859
- Plan number
- 001
- Location
- Sterling, MI
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,036,745
- Net assets (EOY)
- $7,036,745
- Employer contributions
- $116,251
- Participant contributions
- $283,883
- Total income / additions
- $1,264,345
- Benefits paid
- $199,945
- Administrative expenses
- $28,823
- Total expenses
- $228,768
- Net increase / (decrease)
- $1,035,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance | CONTRACT ADMIN | $28,617 | $0 |
| Osaic Wealth, Inc. | BROKER/DEALER | $0 | $12,559 |