Plan5500

Coastal Family Health Center Retirement Plan — Form 5500 plan (Coastal Family Health Center, 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, Coastal Family Health Center Retirement Plan is a benefit plan reported by Coastal Family Health Center, Inc. under EIN 64-0592416 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $10,219,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coastal Family Health Center, Inc.
EIN
64-0592416
Plan number
001
Plan type
2
Location
Gulfport, MS
Latest filing year
2023
Participants
524
End-of-year plan assets
$10,219,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023524H, C20241011171959NAL0022425793002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,219,086
Net assets (EOY)
$10,219,086
Net assets (BOY)
$8,908,136

Income & contributions

Employer contributions
$440,303
Participant contributions
$642,152
Total contributions
$1,099,194
Total income / additions
$2,074,560

Expenses & distributions

Benefits paid
$754,480
Administrative expenses
$4,600
Total expenses
$763,610
Net increase / (decrease)
$1,310,950

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$4,600$02023

Related Form 5500 pages