Golden Valley Health Centers 403(B) 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 403(B) Plan is a benefit plan reported by Golden Valley Health Centers under EIN 94-2196086 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,341 participants and $44,122,611 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
002
Plan type
2
Location
Atwater, CA
Latest filing year
2023
Participants
1,341
End-of-year plan assets
$44,122,611

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,341H, C20241014183439NAL0047171264001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,122,611
Total liabilities (EOY)
$0
Net assets (EOY)
$44,122,611
Net assets (BOY)
$35,413,631

Income & contributions

Employer contributions
$1,592,284
Participant contributions
$3,847,361
Total contributions
$5,811,635
Total income / additions
$12,436,381

Expenses & distributions

Benefits paid
$3,549,774
Administrative expenses
$177,627
Total expenses
$3,727,401
Net increase / (decrease)
$8,708,980

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$119,127$5152023
Lpl Financial Corporation RpcpNONE$53,643not reported in the loaded dataset2023
Charles SchwabNONE$0$8,7072023

Related Form 5500 pages