La Familia Medical Center 403(B) Tax Deferred Retirement Plan — Form 5500 plan (La Familia Medical 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, La Familia Medical Center 403(B) Tax Deferred Retirement Plan is a benefit plan reported by La Familia Medical Center under EIN 85-0220875 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $10,280,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- La Familia Medical Center
- EIN
- 85-0220875
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Fe, NM
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $10,280,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241010123630NAL0020975553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,280,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,280,875
- Net assets (BOY)
- $8,965,433
Income & contributions
- Employer contributions
- $147,593
- Participant contributions
- $596,067
- Total contributions
- $756,520
- Total income / additions
- $2,423,706
Expenses & distributions
- Benefits paid
- $1,046,461
- Administrative expenses
- $61,803
- Total expenses
- $1,108,264
- Net increase / (decrease)
- $1,315,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $36,584 | $0 | 2023 |
| Dubuque Bank & Trust | INVESTMENT ADVISOR | $25,194 | $0 | 2023 |