Peoples Community Health Clinic, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Peoples Community Health Clinic, 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, Peoples Community Health Clinic, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Peoples Community Health Clinic, Inc. under EIN 42-1058629 and plan number 002. The latest loaded filing year is 2023. The filing reports 211 participants and $18,018,216 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peoples Community Health Clinic, Inc.
EIN
42-1058629
Plan number
002
Plan type
2
Location
Waterloo, IA
Latest filing year
2023
Participants
211
End-of-year plan assets
$18,018,216

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20241008101202NAL0017388209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,018,216
Total liabilities (EOY)
$0
Net assets (EOY)
$18,018,216
Net assets (BOY)
$15,581,658

Income & contributions

Employer contributions
$536,640
Participant contributions
$576,471
Total contributions
$1,128,585
Total income / additions
$4,196,410

Expenses & distributions

Benefits paid
$1,703,804
Administrative expenses
$56,048
Total expenses
$1,759,852
Net increase / (decrease)
$2,436,558

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regions Bank Dba Regions TrustTRUSTEE$38,376not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,672$02023

Related Form 5500 pages