2023 Form 5500 filing — Indian Health Center Of Santa Clara Valley 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 20241011140041NAL0010994691001) for Indian Health Center Of Santa Clara Valley 401(K) Plan, reported by Indian Health Center Of Santa Clara Valley under EIN 94-2476242 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140041NAL0010994691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indian Health Center Of Santa Clara Valley
- EIN
- 94-2476242
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,086,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,086,064
- Employer contributions
- $558,566
- Participant contributions
- $1,330,207
- Total income / additions
- $3,861,853
- Benefits paid
- $959,101
- Administrative expenses
- $34,923
- Total expenses
- $994,024
- Net increase / (decrease)
- $2,867,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $4,614 | $40,696 |
| Cbiz Investment Advisory | NONE | $0 | $31,883 |