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, Gifford Health Care, Inc. 403(B) Retirement Plan is a benefit plan reported by Gifford Health Care, Inc. under EIN 46-0938716 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,139 participants and $64,950,114 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,950,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,950,114
- Net assets (BOY)
- $53,783,645
Income & contributions
- Employer contributions
- $1,637,106
- Participant contributions
- $3,023,873
- Total contributions
- $5,545,931
- Total income / additions
- $15,222,898
Expenses & distributions
- Benefits paid
- $3,970,734
- Administrative expenses
- $82,178
- Total expenses
- $4,056,429
- Net increase / (decrease)
- $11,166,469