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, Cherry Health 403(B) Retirement Plan is a benefit plan reported by Cherry Street Services, Inc. under EIN 38-2853534 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,005 participants and $37,380,179 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,380,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,380,179
- Net assets (BOY)
- $32,075,598
Income & contributions
- Employer contributions
- $1,269,326
- Participant contributions
- $2,420,350
- Total contributions
- $4,505,310
- Total income / additions
- $9,921,373
Expenses & distributions
- Benefits paid
- $4,393,078
- Administrative expenses
- $223,714
- Total expenses
- $4,616,792
- Net increase / (decrease)
- $5,304,581