Marin Community Clinics 403(B) Savings & Investment Plan — Form 5500 plan (Marin Community Clinics)
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, Marin Community Clinics 403(B) Savings & Investment Plan is a benefit plan reported by Marin Community Clinics under EIN 94-2237120 and plan number 001. The latest loaded filing year is 2023. The filing reports 653 participants and $24,235,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marin Community Clinics
- EIN
- 94-2237120
- Plan number
- 001
- Plan type
- 2
- Location
- Novato, CA
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- $24,235,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | H, C | 20240821161215NAL0002069827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,235,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,235,415
- Net assets (BOY)
- $19,865,044
Income & contributions
- Employer contributions
- $579,197
- Participant contributions
- $2,206,935
- Total contributions
- $3,074,846
- Total income / additions
- $6,780,088
Expenses & distributions
- Benefits paid
- $2,344,046
- Administrative expenses
- $19,399
- Total expenses
- $2,409,717
- Net increase / (decrease)
- $4,370,371
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $13,254 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |