West County Health Centers Inc. 403b Plan — Form 5500 plan (West County Health Centers 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, West County Health Centers Inc. 403b Plan is a benefit plan reported by West County Health Centers Inc. under EIN 23-7310613 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $8,510,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West County Health Centers Inc.
- EIN
- 23-7310613
- Plan number
- 001
- Plan type
- 2
- Location
- Sebastopol, CA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $8,510,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241010151334NAL0021316833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,510,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,510,407
- Net assets (BOY)
- $6,756,155
Income & contributions
- Employer contributions
- $218,274
- Participant contributions
- $860,926
- Total contributions
- $1,146,225
- Total income / additions
- $2,217,691
Expenses & distributions
- Benefits paid
- $461,609
- Administrative expenses
- $1,830
- Total expenses
- $463,439
- Net increase / (decrease)
- $1,754,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,755 | $54,060 | 2023 |
| Global Retirement | NONE | $0 | $20,000 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $445 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West County Health Centers Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sebastopol, CA
- American United Life Insurance Co — Schedule C compensation
- Global Retirement — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation