Plan5500

Zufall Health Center 403(B) Plan — Form 5500 plan (Zufall 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, Zufall Health Center 403(B) Plan is a benefit plan reported by Zufall Health Center under EIN 22-3125397 and plan number 001. The latest loaded filing year is 2023. The filing reports 670 participants and $12,661,223 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zufall Health Center
EIN
22-3125397
Plan number
001
Plan type
2
Location
Dover, NJ
Latest filing year
2023
Participants
670
End-of-year plan assets
$12,661,223

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023670H, C20251014075005NAL0004961106001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,661,223
Total liabilities (EOY)
$0
Net assets (EOY)
$12,661,223
Net assets (BOY)
$10,598,281

Income & contributions

Employer contributions
$323,316
Participant contributions
$1,370,942
Total contributions
$1,873,179
Total income / additions
$3,564,598

Expenses & distributions

Benefits paid
$1,486,707
Administrative expenses
$14,949
Total expenses
$1,501,656
Net increase / (decrease)
$2,062,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aurora Private Wealth, Inc.INVESTMENT ADVISORY$0$21,1802023
Federation Pension Bureau, Inc.OTHER SERVICES$0$17,2202023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,948$02023

Related Form 5500 pages