2023 Form 5500 filing — Chinese Hospital 401(A) Retirement Plan & Trust

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 20241016171249NAL0015964947001) for Chinese Hospital 401(A) Retirement Plan & Trust, reported by Chinese Hospital under EIN 94-0382780 and plan number 002. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241016171249NAL0015964947001
Filing year
2023
Form type
2
Plan sponsor
Chinese Hospital
EIN
94-0382780
Plan number
002
Location
San Francisco, CA
Participants
338
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,084,814
Total liabilities (EOY)
$0
Net assets (EOY)
$8,084,814
Employer contributions
$575,551
Participant contributions
$0
Total income / additions
$1,399,611
Benefits paid
$445,185
Administrative expenses
$1,875
Total expenses
$447,060
Net increase / (decrease)
$952,551
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nicholas Pension ConsultantsTPA$8,236not reported in the loaded dataset
Commercial Support ServiceAUDITOR$1,265not reported in the loaded dataset

Related Form 5500 pages