Salud Family Health Employee Contribution 403(B) Plan — Form 5500 plan (Salud Family Health, 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, Salud Family Health Employee Contribution 403(B) Plan is a benefit plan reported by Salud Family Health, Inc. under EIN 84-0613540 and plan number 002. The latest loaded filing year is 2023. The filing reports 817 participants and $26,627,169 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26.6MPlan net assets, end of year$26,627,169
Participants817Covered participants reported
Assets / participant$32.6KComputed: assets ÷ participants$32,591 (computed)
Provider compensation$57.3K2 Schedule C provider row(s)$57,276
- Plan sponsor
- Salud Family Health, Inc.
- EIN
- 84-0613540
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Lupton, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 817 | H, C | 20241011153456NAL0037519136001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$26.6M total assets
Net assets$26.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,627,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,627,169
- Net assets (BOY)
- $24,233,135
Income & contributions
- Participant contributions
- $1,801,793
- Total contributions
- $1,816,091
- Total income / additions
- $5,501,488
Expenses & distributions
- Benefits paid
- $3,048,364
- Administrative expenses
- $59,090
- Total expenses
- $3,107,454
- Net increase / (decrease)
- $2,394,034
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $54,246 | $0 | 2023 |
| Empower Advisory Group LLC | NONE | $3,030 | not reported in the loaded dataset | 2023 |