2023 Form 5500 filing — Iberia Comprehensive Community Health Center, Inc 401(K) Plan And 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 20250314135617NAL0011860099001) for Iberia Comprehensive Community Health Center, Inc 401(K) Plan And Trust, reported by Iberia Comprehensive Community Health Center, Inc. under EIN 58-2164455 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314135617NAL0011860099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iberia Comprehensive Community Health Center, Inc.
- EIN
- 58-2164455
- Plan number
- 001
- Location
- New Iberia, LA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,713,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,713,343
- Employer contributions
- $869,002
- Participant contributions
- $951,870
- Total income / additions
- $3,434,187
- Benefits paid
- $1,057,289
- Administrative expenses
- $95,711
- Total expenses
- $1,153,000
- Net increase / (decrease)
- $2,281,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co., L.P. | INVESTMENT ADVISOR | $37,952 | not reported in the loaded dataset |
| Wilshire Associates, Inc. | INVESTMENT ADVISOR | $2,169 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $500 | not reported in the loaded dataset |