People'S Health Centers Salary & Savings Plan — Form 5500 plan (Betty Jean Kerr Peoples Health)

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, People'S Health Centers Salary & Savings Plan is a benefit plan reported by Betty Jean Kerr Peoples Health under EIN 43-1036785 and plan number 002. The latest loaded filing year is 2023. The filing reports 322 participants and $10,244,455 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Betty Jean Kerr Peoples Health
EIN
43-1036785
Plan number
002
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
Participants
322
End-of-year plan assets
$10,244,455

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023322H, C20241009100130NAL0032379088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,244,455
Total liabilities (EOY)
$0
Net assets (EOY)
$10,244,455
Net assets (BOY)
$10,546,998

Income & contributions

Employer contributions
$695,928
Participant contributions
$335,499
Total contributions
$1,035,630
Total income / additions
$2,675,878

Expenses & distributions

Benefits paid
$2,913,335
Administrative expenses
$65,060
Total expenses
$2,978,421
Net increase / (decrease)
-$302,543

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells FargoN/A$49,500$02023
Capital Group Retirement Plan Svcs.RECORD KEEPER$9,180$02023
Adp, Inc.RECORD KEEPER$6,379$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages