2023 Form 5500 filing — Siskiyou Community Health Center, 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 20241011154311NAL0022251825001) for Siskiyou Community Health Center, Inc. 403(B) Plan, reported by Siskiyou Community Health Center under EIN 93-0628804 and plan number 001. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011154311NAL0022251825001
Filing year
2023
Form type
2
Plan sponsor
Siskiyou Community Health Center
EIN
93-0628804
Plan number
001
Location
Grants Pass, OR
Participants
271
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,968,692
Total liabilities (EOY)
$0
Net assets (EOY)
$13,968,692
Employer contributions
$493,674
Participant contributions
$1,027,961
Total income / additions
$3,542,417
Benefits paid
$852,392
Administrative expenses
$82,600
Total expenses
$934,992
Net increase / (decrease)
$2,607,425
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$82,640$0
Independent Financial Group LLCINVESTMENT ADVISORY$0$41,115

Related Form 5500 pages