2023 Form 5500 filing — Sfvcmhc, Inc. 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 20250212105426NAL0021010033001) for Sfvcmhc, Inc. 403(B) Plan, reported by San Fernando Valley Community Mental Health Center, Inc. under EIN 95-6194487 and plan number 003. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250212105426NAL0021010033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Fernando Valley Community Mental Health Center, Inc.
- EIN
- 95-6194487
- Plan number
- 003
- Location
- Van Nuys, CA
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,482,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,482,897
- Employer contributions
- $233,246
- Participant contributions
- $1,210,487
- Total income / additions
- $4,246,023
- Benefits paid
- $2,074,970
- Administrative expenses
- $122,588
- Total expenses
- $2,201,946
- Net increase / (decrease)
- $2,044,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $67,393 | $1,410 |
| Independent Financial Group, LLC | NONE | $55,194 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,474 |