Portland Community Health Center 403(B) Plan — Form 5500 plan (Portland Community 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, Portland Community Health Center 403(B) Plan is a benefit plan reported by Portland Community Health Center under EIN 45-4960453 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $4,160,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Portland Community Health Center
- EIN
- 45-4960453
- Plan number
- 001
- Plan type
- 2
- Location
- South Portland, ME
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $4,160,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241011080809NAL0021501137002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,160,196
- Total liabilities (EOY)
- $504
- Net assets (EOY)
- $4,159,692
- Net assets (BOY)
- $2,807,469
Income & contributions
- Employer contributions
- $211,236
- Participant contributions
- $619,518
- Total contributions
- $864,219
- Total income / additions
- $1,451,550
Expenses & distributions
- Benefits paid
- $98,402
- Administrative expenses
- $925
- Total expenses
- $99,327
- Net increase / (decrease)
- $1,352,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valmark Advisors | INVESTMENT ADVISOR | $15,809 | $0 | 2023 |
| Downeast Pension Services | ADMINISTRATOR | $600 | $0 | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $325 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Portland Community Health Center
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in South Portland, ME
- Valmark Advisors — Schedule C compensation
- Downeast Pension Services — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation