South Boston Community Health Center 403(B) Plan — Form 5500 plan (South Boston 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, South Boston Community Health Center 403(B) Plan is a benefit plan reported by South Boston Community Health Center, Inc. under EIN 04-2682152 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $10,493,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Boston Community Health Center, Inc.
- EIN
- 04-2682152
- Plan number
- 001
- Plan type
- 2
- Location
- South Boston, MA
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $10,493,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20240628124912NAL0000899632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,493,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,493,583
- Net assets (BOY)
- $8,367,133
Income & contributions
- Participant contributions
- $552,893
- Total contributions
- $614,846
- Total income / additions
- $2,383,823
Expenses & distributions
- Benefits paid
- $203,321
- Administrative expenses
- $54,052
- Total expenses
- $257,373
- Net increase / (decrease)
- $2,126,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $49,143 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $0 | $42,391 | 2023 |
| Fidelity Invest Instit Oper Co Inc | RECORDKEEPER | $547 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for South Boston Community Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in South Boston, MA
- Nationwide — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Fidelity Invest Instit Oper Co Inc — Schedule C compensation