2023 Form 5500 filing — Fenway Community Health Center, Inc. Tax Sheltered Annuity And Profit Sharing 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 20250408143007NAL0010050611001) for Fenway Community Health Center, Inc. Tax Sheltered Annuity And Profit Sharing Plan, reported by Fenway Community Health Center, Inc. under EIN 04-2510564 and plan number 002. It reports 1,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408143007NAL0010050611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fenway Community Health Center, Inc.
- EIN
- 04-2510564
- Plan number
- 002
- Location
- Boston, MA
- Participants
- 1,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,927,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,927,021
- Employer contributions
- $108,819
- Participant contributions
- $2,992,409
- Total income / additions
- $13,178,843
- Benefits paid
- $9,566,514
- Administrative expenses
- $131,610
- Total expenses
- $9,698,124
- Net increase / (decrease)
- $3,480,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,610 | $0 |
| The Angell Pension Group Inc | TPA | $0 | $25,615 |
| Aafcpas, Inc | OTHER SERVICES | $0 | $9,178 |
| Global Retirement Partners | CONSULTANT | $0 | $5,875 |