Neighborhood Health Center 401(K) Plan — Form 5500 plan (Neighborhood 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, Neighborhood Health Center 401(K) Plan is a benefit plan reported by Neighborhood Health Center under EIN 27-3524752 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $13,423,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neighborhood Health Center
- EIN
- 27-3524752
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $13,423,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241009153640NAL0010794211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,423,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,423,717
- Net assets (BOY)
- $9,212,728
Income & contributions
- Employer contributions
- $1,361,868
- Participant contributions
- $1,206,042
- Total contributions
- $2,935,331
- Total income / additions
- $4,828,441
Expenses & distributions
- Benefits paid
- $507,295
- Administrative expenses
- $110,157
- Total expenses
- $617,452
- Net increase / (decrease)
- $4,210,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,874 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $31,283 | $5 | 2023 |
| The Retirement Advantage | OTHER SERVICES | $0 | $5,199 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neighborhood Health Center
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- The Retirement Advantage — Schedule C compensation