Herald Christian Health Center Retirement Plan — Form 5500 plan (Herald Christian Health Center)
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, Herald Christian Health Center Retirement Plan is a benefit plan reported by Herald Christian Health Center under EIN 20-3492620 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $8,093,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herald Christian Health Center
- EIN
- 20-3492620
- Plan number
- 001
- Plan type
- 2
- Location
- El Monte, CA
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $8,093,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241015130756NAL0014687779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,093,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,093,593
- Net assets (BOY)
- $5,469,562
Income & contributions
- Employer contributions
- $393,847
- Participant contributions
- $1,054,099
- Total contributions
- $1,447,946
- Total income / additions
- $2,796,439
Expenses & distributions
- Benefits paid
- $134,182
- Administrative expenses
- $38,226
- Total expenses
- $172,408
- Net increase / (decrease)
- $2,624,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORD KEEPER | $30,274 | $0 | 2023 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $3,220 | $0 | 2023 |