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, Castle Family Health Centers, Inc. 403(B) Plan is a benefit plan reported by Castle Family Health Centers, Inc. under EIN 20-5864304 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $9,675,652 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,675,652
- Net assets (EOY)
- $9,675,652
- Net assets (BOY)
- $8,015,811
Income & contributions
- Employer contributions
- $130,136
- Participant contributions
- $471,511
- Total contributions
- $968,920
- Total income / additions
- $2,052,945
Expenses & distributions
- Benefits paid
- $349,755
- Administrative expenses
- $40,115
- Total expenses
- $393,104
- Net increase / (decrease)
- $1,659,841