Citrus Health Network, Inc. Erisa 403(B) Plan — Form 5500 plan (Citrus Health Network, 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, Citrus Health Network, Inc. Erisa 403(B) Plan is a benefit plan reported by Citrus Health Network, Inc under EIN 59-1865751 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,224 participants and $7,826,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Citrus Health Network, Inc
EIN
59-1865751
Plan number
002
Plan type
2
Location
Hialeah, FL
Latest filing year
2023
Participants
1,224
End-of-year plan assets
$7,826,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,224H, C20241007124132NAL0008871699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,826,876
Total liabilities (EOY)
$0
Net assets (EOY)
$7,826,876
Net assets (BOY)
$6,479,606

Income & contributions

Employer contributions
$0
Participant contributions
$718,479
Total contributions
$729,576
Total income / additions
$1,539,019

Expenses & distributions

Benefits paid
$191,749
Administrative expenses
$0
Total expenses
$191,749
Net increase / (decrease)
$1,347,270

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$50,714$4,1852023
Kovack Securities, Inc.INVESTMENT ADVISOR$0$35,3532023

Related Form 5500 pages