Family Health Center Of Marshfield, Inc. Retirement Plan — Form 5500 plan (Family Health Center Of Marshfield, 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, Family Health Center Of Marshfield, Inc. Retirement Plan is a benefit plan reported by Family Health Center Of Marshfield, Inc. under EIN 39-1681547 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $35,778,446 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Health Center Of Marshfield, Inc.
EIN
39-1681547
Plan number
001
Plan type
2
Location
Marshfield, WI
Latest filing year
2023
Participants
387
End-of-year plan assets
$35,778,446

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023387H, C20241118175628NAL0003732034001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,778,446
Total liabilities (EOY)
$0
Net assets (EOY)
$35,778,446
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,320,932
Participant contributions
$1,256,175
Total contributions
$2,577,107
Total income / additions
$6,095,487

Expenses & distributions

Benefits paid
$1,195,963
Administrative expenses
$48,151
Total expenses
$1,267,047
Net increase / (decrease)
$4,828,440

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$35,652$02023
IntellicentsINVESTMENT ADVISOR$12,500not reported in the loaded dataset2023

Related Form 5500 pages