Shasta Community Health Center 403(B) Plan — Form 5500 plan (Shasta 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, Shasta Community Health Center 403(B) Plan is a benefit plan reported by Shasta Community Health Center under EIN 68-0165855 and plan number 002. The latest loaded filing year is 2023. The filing reports 637 participants and $32,028,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shasta Community Health Center
- EIN
- 68-0165855
- Plan number
- 002
- Plan type
- 2
- Location
- Redding, CA
- Latest filing year
- 2023
- Participants
- 637
- End-of-year plan assets
- $32,028,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 637 | H, C | 20241004132514NAL0012258161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,028,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,028,251
- Net assets (BOY)
- $27,310,982
Income & contributions
- Employer contributions
- $1,165,095
- Participant contributions
- $2,083,809
- Total contributions
- $3,453,008
- Total income / additions
- $7,872,332
Expenses & distributions
- Benefits paid
- $3,018,392
- Administrative expenses
- $69,879
- Total expenses
- $3,155,063
- Net increase / (decrease)
- $4,717,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $44,333 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,263 | $0 | 2023 |
| Morningstar Inc Dba Morningstar Ass | OTHER | $5,576 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $356 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shasta Community Health Center
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Redding, CA
- Edward D Jones & Co Lp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Morningstar Inc Dba Morningstar Ass — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation