Santa Cruz Community Health Centers 401(K) Profit Sharing Plan — Form 5500 plan (Santa Cruz Community Health Centers)
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, Santa Cruz Community Health Centers 401(K) Profit Sharing Plan is a benefit plan reported by Santa Cruz Community Health Centers under EIN 23-7428303 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $8,213,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Cruz Community Health Centers
- EIN
- 23-7428303
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Cruz, CA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $8,213,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20250411190437NAL0038983184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,213,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,213,986
- Net assets (BOY)
- $6,000,064
Income & contributions
- Employer contributions
- $300,467
- Participant contributions
- $1,007,133
- Total contributions
- $1,336,732
- Total income / additions
- $2,385,956
Expenses & distributions
- Benefits paid
- $146,507
- Administrative expenses
- $7,274
- Total expenses
- $172,034
- Net increase / (decrease)
- $2,213,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $31,694 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,300 | $0 | 2023 |