Lbucc 401(K) Plan — Form 5500 plan (Los Barrios Unidos Community Clinic, 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, Lbucc 401(K) Plan is a benefit plan reported by Los Barrios Unidos Community Clinic, Inc. under EIN 75-1378664 and plan number 002. The latest loaded filing year is 2023. The filing reports 284 participants and $12,323,799 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Los Barrios Unidos Community Clinic, Inc.
EIN
75-1378664
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
284
End-of-year plan assets
$12,323,799

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023284H, C20240912135847NAL0014822192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,323,799
Total liabilities (EOY)
$0
Net assets (EOY)
$12,323,799
Net assets (BOY)
$9,535,368

Income & contributions

Employer contributions
$600,095
Participant contributions
$839,406
Total contributions
$1,632,483
Total income / additions
$3,386,546

Expenses & distributions

Benefits paid
$514,259
Administrative expenses
$83,856
Total expenses
$598,115
Net increase / (decrease)
$2,788,431

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Retirement & BenefitNONE$51,059not reported in the loaded dataset2023
Ascensus LLCNONE$32,797$02023

Related Form 5500 pages