2023 Form 5500 filing — Oda Primary Health Care Network 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 20241030100745NAL0000532929001) for Oda Primary Health Care Network 403(B) Plan, reported by Oda Primary Health Care Network under EIN 11-2329960 and plan number 004. It reports 678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030100745NAL0000532929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oda Primary Health Care Network
- EIN
- 11-2329960
- Plan number
- 004
- Location
- Brooklyn, NY
- Participants
- 678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,867,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,867,020
- Participant contributions
- $1,251,355
- Total income / additions
- $2,589,272
- Benefits paid
- $582,510
- Administrative expenses
- $44,041
- Total expenses
- $626,696
- Net increase / (decrease)
- $1,962,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Efficienet Advisors | INVESTMENT MANAGER | $19,097 | $0 |
| Csd Financial LLC | INVESTMENT ADVISOR | $18,356 | not reported in the loaded dataset |
| Pcs Retirement Services | CONTRACT ADMINISTRATOR | $6,589 | $0 |