Plan5500

Gila Health Resources, LLC 401(K) Plan — Form 5500 plan (Gila Health Resources, LLC)

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, Gila Health Resources, LLC 401(K) Plan is a benefit plan reported by Gila Health Resources, LLC under EIN 20-0453020 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $9,545,939 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.5MPlan net assets, end of year$9,545,939
Participants179Covered participants reported
Assets / participant$53.3KComputed: assets ÷ participants$53,329 (computed)
Provider compensation$41.7K2 Schedule C provider row(s)$41,712
Plan sponsor
Gila Health Resources, LLC
EIN
20-0453020
Plan number
001
Plan type
2
Location
Morenci, AZ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    179 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.5M total assets
Net assets$9.5MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$369.3K
Participant$763.4K
Full reported line items

Net assets

Total assets (EOY)
$9,545,939
Total liabilities (EOY)
$0
Net assets (EOY)
$9,545,939
Net assets (BOY)
$8,384,533

Income & contributions

Employer contributions
$369,336
Participant contributions
$763,428
Total contributions
$1,175,641
Total income / additions
$2,409,692

Expenses & distributions

Benefits paid
$1,206,574
Administrative expenses
$41,712
Total expenses
$1,248,286
Net increase / (decrease)
$1,161,406
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Dubuque Bank & Trust Company$41.7K
    NONE · Direct $41.7K · Indirect $0
  2. 2
    July Business Services LLC$0
    CONTRACT ADMINISTRATOR · Direct $0

Related Form 5500 pages