2023 Form 5500 filing — Castle Family Health Centers, 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 20250403173630NAL0006647299001) for Castle Family Health Centers, Inc. 403(B) Plan, reported by Castle Family Health Centers, Inc. under EIN 20-5864304 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403173630NAL0006647299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Castle Family Health Centers, Inc.
- EIN
- 20-5864304
- Plan number
- 002
- Location
- Atwater, CA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,675,652
- Net assets (EOY)
- $9,675,652
- Employer contributions
- $130,136
- Participant contributions
- $471,511
- Total income / additions
- $2,052,945
- Benefits paid
- $349,755
- Administrative expenses
- $40,115
- Total expenses
- $393,104
- Net increase / (decrease)
- $1,659,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC-Rpcp | INVESTMENT ADVISOR | $18,015 | $0 |
| Nationwide | RECORDKEEPER | $10,220 | $711 |