Alcona Citizens For Health, Inc. 403(B) Plan — Form 5500 plan (Alcona Citizens For Health, 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, Alcona Citizens For Health, Inc. 403(B) Plan is a benefit plan reported by Alcona Citizens For Health, Inc. under EIN 38-2170985 and plan number 001. The latest loaded filing year is 2023. The filing reports 390 participants and $14,437,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alcona Citizens For Health, Inc.
EIN
38-2170985
Plan number
001
Plan type
2
Location
Alpena, MI
Latest filing year
2023
Participants
390
End-of-year plan assets
$14,437,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023390H, C20241014124934NAL0046006624001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,437,357
Total liabilities (EOY)
$0
Net assets (EOY)
$14,437,357
Net assets (BOY)
$12,240,947

Income & contributions

Employer contributions
$334,712
Participant contributions
$1,171,341
Total contributions
$1,556,371
Total income / additions
$3,962,583

Expenses & distributions

Benefits paid
$1,732,305
Administrative expenses
$33,868
Total expenses
$1,766,173
Net increase / (decrease)
$2,196,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$31,918not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,950$02023

Related Form 5500 pages