2023 Form 5500 filing — Neighborhood Healthcare 403(B) 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 20241015123512NAL0047928176001) for Neighborhood Healthcare 403(B) Retirement Plan, reported by Neighborhood Healthcare under EIN 95-2796316 and plan number 002. It reports 1,404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123512NAL0047928176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neighborhood Healthcare
- EIN
- 95-2796316
- Plan number
- 002
- Location
- Escondido, CA
- Participants
- 1,404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,756,193
- Total liabilities (EOY)
- $2,017
- Net assets (EOY)
- $48,754,176
- Employer contributions
- $2,104,511
- Participant contributions
- $4,545,462
- Total income / additions
- $13,758,321
- Benefits paid
- $4,683,390
- Administrative expenses
- $139,572
- Total expenses
- $4,837,306
- Net increase / (decrease)
- $8,921,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance | RECORDKEEPER | $91,321 | $0 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $40,109 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,742 | not reported in the loaded dataset |