2023 Form 5500 filing — Cornerstone Family Healthcare 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 20241014134908NAL0027463473001) for Cornerstone Family Healthcare 403(B) Plan, reported by Cornerstone Family Healthcare under EIN 06-1036715 and plan number 001. It reports 1,186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134908NAL0027463473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cornerstone Family Healthcare
- EIN
- 06-1036715
- Plan number
- 001
- Location
- Cornwall, NY
- Participants
- 1,186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,006,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,006,086
- Employer contributions
- $421,923
- Participant contributions
- $1,481,340
- Total income / additions
- $4,327,093
- Benefits paid
- $1,322,805
- Administrative expenses
- $21,973
- Total expenses
- $1,344,778
- Net increase / (decrease)
- $2,982,315
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security Financial Resources | RECORDKEEPER | $21,973 | $0 |