Golden Valley Health Centers Retirement Plan — Form 5500 plan (Golden Valley 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, Golden Valley Health Centers Retirement Plan is a benefit plan reported by Golden Valley Health Centers under EIN 94-2196086 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,430 participants and $45,808,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Golden Valley Health Centers
EIN
94-2196086
Plan number
001
Plan type
2
Location
Atwater, CA
Latest filing year
2023
Participants
1,430
End-of-year plan assets
$45,808,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,430H, C20250106170741NAL0013397376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,808,459
Total liabilities (EOY)
$0
Net assets (EOY)
$45,808,459
Net assets (BOY)
$38,101,766

Income & contributions

Employer contributions
$3,676,230
Total contributions
$3,676,230
Total income / additions
$10,596,460

Expenses & distributions

Benefits paid
$2,700,480
Administrative expenses
$189,287
Total expenses
$2,889,767
Net increase / (decrease)
$7,706,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$115,883$1142023
Lpl Financial Corporation RpcpNONE$73,479not reported in the loaded dataset2023
Charles Schwab BankNONE$0$9,4742023

Related Form 5500 pages