Third Street Family Health Services Retirement Plan — Form 5500 plan (Third Street Community Clinic)
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, Third Street Family Health Services Retirement Plan is a benefit plan reported by Third Street Community Clinic under EIN 34-1753919 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $6,705,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Third Street Community Clinic
- EIN
- 34-1753919
- Plan number
- 001
- Plan type
- 2
- Location
- Mansfield, OH
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $6,705,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241015163320NAL0015087571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,705,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,705,379
- Net assets (BOY)
- $5,668,251
Income & contributions
- Employer contributions
- $313,241
- Participant contributions
- $704,481
- Total contributions
- $1,059,504
- Total income / additions
- $1,879,295
Expenses & distributions
- Benefits paid
- $792,795
- Administrative expenses
- $49,372
- Total expenses
- $842,167
- Net increase / (decrease)
- $1,037,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,439 | $0 | 2023 |
| Principal Securities, Inc. | OTHER SERVICES | $0 | $16,515 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Third Street Community Clinic
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mansfield, OH
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation