2023 Form 5500 filing — Thc 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 20250130171917NAL0001113985001) for Thc 403(B) Plan, reported by Tenderloin Housing Clinic, Inc. under EIN 94-2681706 and plan number 001. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130171917NAL0001113985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tenderloin Housing Clinic, Inc.
- EIN
- 94-2681706
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,164,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,164,869
- Employer contributions
- $270,909
- Participant contributions
- $385,704
- Total income / additions
- $1,284,731
- Benefits paid
- $472,435
- Administrative expenses
- $28,558
- Total expenses
- $500,993
- Net increase / (decrease)
- $783,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $21,665 | $1,245 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $20,585 | not reported in the loaded dataset |
| Peery & Associates, Inc. | RECORDKEEPER | $6,875 | not reported in the loaded dataset |