St. Jude Neighborhood Health Centers 401(K) Profit Sharing Plan — Form 5500 plan (St. Jude Neighborhood Health Centers)
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, St. Jude Neighborhood Health Centers 401(K) Profit Sharing Plan is a benefit plan reported by St. Jude Neighborhood Health Centers under EIN 45-3977605 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $4,389,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Jude Neighborhood Health Centers
- EIN
- 45-3977605
- Plan number
- 001
- Plan type
- 2
- Location
- Fullerton, CA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $4,389,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241004122043NAL0011409521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,389,793
- Net assets (EOY)
- $4,389,793
- Net assets (BOY)
- $3,088,346
Income & contributions
- Employer contributions
- $297,672
- Participant contributions
- $562,122
- Total contributions
- $889,138
- Total income / additions
- $1,483,072
Expenses & distributions
- Benefits paid
- $142,116
- Administrative expenses
- $31,602
- Total expenses
- $181,625
- Net increase / (decrease)
- $1,301,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group | not reported in the loaded dataset | $13,502 | not reported in the loaded dataset | 2023 |
| Van Guard Group Inc | FINANCIAL INSTITUTION | $12,857 | not reported in the loaded dataset | 2023 |
| Retirement Service Group Inc | CONTRACT ADMINISTRATOR | $5,242 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Jude Neighborhood Health Centers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fullerton, CA
- Sageview Advisory Group — Schedule C compensation
- Van Guard Group Inc — Schedule C compensation
- Retirement Service Group Inc — Schedule C compensation