Centro De Salud Familiar La Fe, Inc. 403(B) Plan — Form 5500 plan (Centro De Salud Familiar La Fe, 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, Centro De Salud Familiar La Fe, Inc. 403(B) Plan is a benefit plan reported by Centro De Salud Familiar La Fe, Inc under EIN 74-1842169 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $8,396,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centro De Salud Familiar La Fe, Inc
- EIN
- 74-1842169
- Plan number
- 001
- Plan type
- 2
- Location
- El Paso, TX
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $8,396,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20241011121905NAL0021831905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,396,306
- Net assets (EOY)
- $8,396,306
- Net assets (BOY)
- $7,776,496
Income & contributions
- Employer contributions
- $433,254
- Participant contributions
- $293,598
- Total contributions
- $726,852
- Total income / additions
- $1,861,386
Expenses & distributions
- Benefits paid
- $1,123,196
- Administrative expenses
- $118,380
- Total expenses
- $1,241,576
- Net increase / (decrease)
- $619,810
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Company | RECORDKEEPER | $95,608 | $0 | 2023 |
| Morgan Stanley Smith Barney, LLC | INVESTMENT ADVISOR | $0 | $77,205 | 2023 |
| Pension Planning Consultants, Inc. | THIRD PARTY ADMINISTRATOR | $22,772 | $19,301 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centro De Salud Familiar La Fe, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in El Paso, TX
- Nationwide Life Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Pension Planning Consultants, Inc. — Schedule C compensation