Neighborhood Health Center Of Wny, Inc. 403(B) Plan — Form 5500 plan (Neighborhood Health Center Of Wny, 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, Neighborhood Health Center Of Wny, Inc. 403(B) Plan is a benefit plan reported by Neighborhood Health Center Of Wny, Inc. under EIN 16-1294447 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $9,505,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neighborhood Health Center Of Wny, Inc.
- EIN
- 16-1294447
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $9,505,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241004142640NAL0019772576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,505,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,505,711
- Net assets (BOY)
- $7,860,432
Income & contributions
- Employer contributions
- $258,743
- Participant contributions
- $1,315,111
- Total contributions
- $1,728,902
- Total income / additions
- $2,757,788
Expenses & distributions
- Benefits paid
- $1,052,366
- Administrative expenses
- $60,143
- Total expenses
- $1,112,509
- Net increase / (decrease)
- $1,645,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $28,779 | $25 | 2023 |
| Principal Life Insurance Company | RECORDKEEPER | $25,641 | $0 | 2023 |
| Security Administrators Inc. | CONTRACT ADMINISTRATOR | $5,718 | $3,144 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neighborhood Health Center Of Wny, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Cambridge Investment Research Advis — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Security Administrators Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation