2023 Form 5500 filing — Burgess Health Center 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 20241014102622NAL0027022225001) for Burgess Health Center 403(B) Plan, reported by Burgess Health Center under EIN 42-0859940 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102622NAL0027022225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burgess Health Center
- EIN
- 42-0859940
- Plan number
- 001
- Location
- Onawa, IA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,322,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,322,430
- Employer contributions
- $376,875
- Participant contributions
- $890,140
- Total income / additions
- $3,547,139
- Benefits paid
- $1,744,345
- Administrative expenses
- $90,914
- Total expenses
- $1,846,720
- Net increase / (decrease)
- $1,700,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $37,526 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $26,720 | $669 |
| Benefit Plans Inc | TPA | $19,717 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | ADVISOR | $6,952 | not reported in the loaded dataset |