Mgh Family Health Center 401k Profit Sharing Plan — Form 5500 plan (Mgh Family 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, Mgh Family Health Center 401k Profit Sharing Plan is a benefit plan reported by Mgh Family Health Center under EIN 38-3324611 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $4,337,043 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.3MPlan net assets, end of year$4,337,043
Participants324Covered participants reported
Assets / participant$13.4KComputed: assets ÷ participants$13,386 (computed)
Provider compensation$2K1 Schedule C provider row(s)$2,046
Plan sponsor
Mgh Family Health Center
EIN
38-3324611
Plan number
001
Plan type
2
Location
Muskegon, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023324H, C20250414141816NAL0003602738001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$339.8K
Benefits paid / distributions$311.9K
Contributions
Employer$260.6K
Participant$315.6K
Full reported line items

Net assets

Total assets (EOY)
$4,337,043
Total liabilities (EOY)
$0
Net assets (EOY)
$4,337,043
Net assets (BOY)
$3,593,296

Income & contributions

Employer contributions
$260,572
Participant contributions
$315,637
Total contributions
$576,209
Total income / additions
$1,083,515

Expenses & distributions

Benefits paid
$311,921
Administrative expenses
$27,847
Total expenses
$339,768
Net increase / (decrease)
$743,747
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance Co. UsaRECORDKEEP-ING & INF MG$2,046not reported in the loaded dataset2023

Related Form 5500 pages