2023 Form 5500 filing — Byron Health Center 403(B) Tax Deferred 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 20241015161622NAL0016857667001) for Byron Health Center 403(B) Tax Deferred Plan, reported by Byron Health Center under EIN 35-1826036 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161622NAL0016857667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Byron Health Center
- EIN
- 35-1826036
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,015,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,015,374
- Employer contributions
- $104,720
- Participant contributions
- $260,978
- Total income / additions
- $675,119
- Benefits paid
- $56,808
- Administrative expenses
- $23,735
- Total expenses
- $80,543
- Net increase / (decrease)
- $594,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Riversedge Adv. Ret. Solutions, LLC | RECORDKEEPER | $13,767 | not reported in the loaded dataset |
| Phillips Financial Management, LLC | ADVISOR | $9,967 | not reported in the loaded dataset |