2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Butte-Silver Bow Primary Health Care Clinic, Inc.

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 20241015141436NAL0014810099001) for 403(B) Thrift Plan For Employees Of Butte-Silver Bow Primary Health Care Clinic, Inc., reported by Butte-Silver Bow Primary Health Care Clinic, Inc. under EIN 81-0432169 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015141436NAL0014810099001
Filing year
2023
Form type
2
Plan sponsor
Butte-Silver Bow Primary Health Care Clinic, Inc.
EIN
81-0432169
Plan number
001
Location
Butte, MT
Participants
266
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,330,801
Total liabilities (EOY)
$0
Net assets (EOY)
$9,330,801
Employer contributions
$259,647
Participant contributions
$570,478
Total income / additions
$2,110,384
Benefits paid
$824,605
Administrative expenses
$507
Total expenses
$825,112
Net increase / (decrease)
$1,285,272
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mutual Of America Investment CorpINSURANCE CARRIER$511$0

Related Form 5500 pages