Fenway Community Health Center, Inc. Tax Sheltered Annuity And Profit Sharing Plan — Form 5500 plan (Fenway Community Health Center, Inc.)
Plain-English plan 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, Fenway Community Health Center, Inc. Tax Sheltered Annuity And Profit Sharing Plan is a benefit plan reported by Fenway Community Health Center, Inc. under EIN 04-2510564 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,111 participants and $69,927,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fenway Community Health Center, Inc.
- EIN
- 04-2510564
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 1,111
- End-of-year plan assets
- $69,927,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,111 | H, C | 20250408143007NAL0010050611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,927,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,927,021
- Net assets (BOY)
- $66,446,302
Income & contributions
- Employer contributions
- $108,819
- Participant contributions
- $2,992,409
- Total contributions
- $3,351,075
- Total income / additions
- $13,178,843
Expenses & distributions
- Benefits paid
- $9,566,514
- Administrative expenses
- $131,610
- Total expenses
- $9,698,124
- Net increase / (decrease)
- $3,480,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,610 | $0 | 2023 |
| The Angell Pension Group Inc | TPA | $0 | $25,615 | 2023 |
| Aafcpas, Inc | OTHER SERVICES | $0 | $9,178 | 2023 |
| Global Retirement Partners | CONSULTANT | $0 | $5,875 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fenway Community Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Principal Life Insurance Company — Schedule C compensation
- The Angell Pension Group Inc — Schedule C compensation
- Aafcpas, Inc — Schedule C compensation
- Global Retirement Partners — Schedule C compensation