2023 Form 5500 filing — Golden Valley Health Centers 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 20241014183439NAL0047171264001) for Golden Valley Health Centers 403(B) Plan, reported by Golden Valley Health Centers under EIN 94-2196086 and plan number 002. It reports 1,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$44.1MReported net assets$44,122,611
Participants1.3K1,341
Provider compensation$182K3 Schedule C row(s)$181,992
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014183439NAL0047171264001
- Plan sponsor
- Golden Valley Health Centers
- EIN
- 94-2196086
- Plan number
- 002
- Location
- Atwater, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$44.1M total assets
Net assets$44.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,122,611
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,122,611
- Employer contributions
- $1,592,284
- Participant contributions
- $3,847,361
- Total income / additions
- $12,436,381
- Benefits paid
- $3,549,774
- Administrative expenses
- $177,627
- Total expenses
- $3,727,401
- Net increase / (decrease)
- $8,708,980
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $119,127 | $515 |
| Lpl Financial Corporation Rpcp | NONE | $53,643 | not reported in the loaded dataset |
| Charles Schwab | NONE | $0 | $8,707 |