Southwest Community Health Center, Inc. 403(B) Plan — Form 5500 plan (Southwest 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, Southwest Community Health Center, Inc. 403(B) Plan is a benefit plan reported by Southwest Community Health Center, Inc. under EIN 06-1023013 and plan number 001. The latest loaded filing year is 2023. The filing reports 425 participants and $10,475,163 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Community Health Center, Inc.
EIN
06-1023013
Plan number
001
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
425
End-of-year plan assets
$10,475,163

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023425H, C20250515140548NAL0019591809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,475,163
Total liabilities (EOY)
$0
Net assets (EOY)
$10,475,163
Net assets (BOY)
$9,427,895

Income & contributions

Employer contributions
$0
Participant contributions
$888,691
Total contributions
$1,021,564
Total income / additions
$2,341,307

Expenses & distributions

Benefits paid
$1,273,669
Administrative expenses
$0
Total expenses
$1,294,039
Net increase / (decrease)
$1,047,268

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Moneco Advisors, LLCnot reported in the loaded dataset$24,947$4,1472023
Nationwide Life Insurance Companynot reported in the loaded dataset$24,745$4,1472023

Related Form 5500 pages