Mountain Family Health Centers 403b Plan — Form 5500 plan (Mountain Family Health Centers)
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, Mountain Family Health Centers 403b Plan is a benefit plan reported by Mountain Family Health Centers under EIN 84-0742145 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $6,236,255 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountain Family Health Centers
- EIN
- 84-0742145
- Plan number
- 001
- Plan type
- 2
- Location
- Glenwood Springs, CO
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $6,236,255
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20240830140829NAL0030094370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,236,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,236,255
- Net assets (BOY)
- $5,026,954
Income & contributions
- Employer contributions
- $192,162
- Participant contributions
- $463,268
- Total contributions
- $662,855
- Total income / additions
- $1,583,297
Expenses & distributions
- Benefits paid
- $357,669
- Administrative expenses
- $16,327
- Total expenses
- $373,996
- Net increase / (decrease)
- $1,209,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones And Co | NONE | $10,422 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,197 | $1,918 | 2023 |