2023 Form 5500 filing — Coastal Family Health Center 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 20241011171959NAL0022425793002) for Coastal Family Health Center Retirement Plan, reported by Coastal Family Health Center, Inc. under EIN 64-0592416 and plan number 001. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011171959NAL0022425793002
Filing year
2023
Form type
2
Plan sponsor
Coastal Family Health Center, Inc.
EIN
64-0592416
Plan number
001
Location
Gulfport, MS
Participants
524
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,219,086
Net assets (EOY)
$10,219,086
Employer contributions
$440,303
Participant contributions
$642,152
Total income / additions
$2,074,560
Benefits paid
$754,480
Administrative expenses
$4,600
Total expenses
$763,610
Net increase / (decrease)
$1,310,950
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Valic Retirement Services CompanyNONE$4,600$0

Related Form 5500 pages